Settings and activity
7 results found
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27 votes
BBB Bookkeeper
supported this idea
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42 votes
Thanks for sharing this idea and for explaining the time involved in downloading invoices individually or splitting a combined PDF.
We’re moving this idea to Gaining Support because we recognise the value of being able to download selected sales invoices as separate PDF files, ideally in a ZIP.
We’re always working on broader improvements to invoicing and bulk document handling. While we can’t confirm a delivery date or that separate-file export is currently committed, this feedback will help inform our ongoing work. We’ll share updates here as the thinking develops.
An error occurred while saving the comment BBB Bookkeeper
supported this idea
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4 votes
Thank you for sharing your vision and highlighting the changes that matter most to you.
Your idea has been reviewed and is now live for the community to rally behind! To give it the best chance of success, be sure to share it with colleagues so they can add their votes.
We’re excited to see the community use the comments to explain how this update would level up their Xero experience
BBB Bookkeeper
shared this idea
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24 votesBBB Bookkeeper
supported this idea
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63 votes
An error occurred while saving the comment BBB Bookkeeper
commented
Find & Match - Filters
The ability to filter through outstanding bills/invoices dates in Find & Match tab would assist with selecting bulk bills/invoices rather than having to scroll and select individual invoices under each date required . E.g. This would be really helpful for batch payments being made on termed accounts with multiple invoices each payment. The ability to also view an attachment from this tab rather than having to open an entirely new screen would be most helpful.
BBB Bookkeeper
supported this idea
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22 votes
Hi everyone, thanks for your input on this idea. We can see it's been a while since we've provided you with an update so just wanted to let you know how it's going.
We've reviewed this idea and have moved it to Gaining Support status.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated on the way.
BBB Bookkeeper
supported this idea
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299 votes
Hey everyone, thanks for your feedback on having the ability to run a File Attachment report in Xero.
We know it's a bit of a manual process right now, but to confirm there are currently some places within Xero that'll help provide a view of the files attached to transactions, such as the account transactions page in the bank reconciliation screen, or the list pages like on Invoices or Bills.
Though we really appreciate you highlighting how this feature would be useful to you, we want to be transparent that we don't have any plans for building a report of this nature right now.
Though the idea has been updated to Not in pipeline it will remain open for votes. If there are any changes that change this state we'll make sure to share with you all, here.
An error occurred while saving the comment BBB Bookkeeper
commented
Would benefit from this feature to also be able to quickly reference details on the attachments, maybe another report to filter and export the attachment files as per search?
An error occurred while saving the comment BBB Bookkeeper
commented
This is such an imperative part of record keeping, I'm surprised to find out there isn't a report that supports this feature for compliance
BBB Bookkeeper
supported this idea
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This would be most helpful, as on a monthly basis I find myself having to do the same thing... export invoices, then individually save each page as a separate PDF in order to have the invoices as separate files. This could be up to 50 at a time.
There should be an option to export invoices as 1 invoice per file, or 1 invoice per page!