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  1. Sales Invoice - Bulk Download of PDFs in separate files

    24 votes

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    10 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for stepping out the process for others here, Vicky. You're correct in the way this currently works. 

    It'd help when sharing back with the team if you could share more detail of why you'd like the ability to export in bulk but create individual files. What would this help your business do? 

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    Nelson Shaw commented  · 

    Hi Stephanie, Boxkite can do what you’re asking - it automatically downloads all your Xero invoices as individual PDF’s to your Dropbox account. This eliminates the need to manually download each invoice or split combined PDFs. It stores them in folders by year and month, making it easy to look up individual invoices and find invoices for a specific period.

    Check it out here: https://www.getboxkite.com/

  2. Files - Bulk export/print attached files

    653 votes

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    256 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.

    We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.

    For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.

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    Nelson Shaw commented  · 

    Hi team,
    You can bulk export Files from Xero using Boxkite, which automatically downloads and backs up your selected data to Dropbox. It takes just minutes to set up and download Files. You can also download and back up other essential data for compliance purposes, including contacts, invoices, bank transactions, journals and financial statements.

    Check it out: https://www.getboxkite.com/

  3. Invoices: Repeating Invoices - Bulk Import/Export

    269 votes

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    submitted  ·  106 comments  ·  For small businesses » Business features  ·  Admin →
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    Nelson Shaw commented  · 

    You can bulk export invoices using Boxkite - https://www.getboxkite.com/

  4. Xero - Backup data file

    25 votes

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    submitted  ·  10 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Nelson Shaw commented  · 

    Hi Lois, using a third-party tool is your best solution as Xero does not currently have a built-in backup solution. The good news is there are simple and reliable solutions. Boxkite was designed specifically to address this compliance need - it automatically backs up all your Xero data to Dropbox 24/7, including contacts, invoices, transactions, journals, and financial statements.

    Check it out here: https://www.getboxkite.com/