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

    20 votes

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    9 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

    608 votes

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

    Thanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
    We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
    While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
    However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for…

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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

    241 votes

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    submitted  ·  100 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. Bills and Invoices - Automated data entry back ups

    3 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Nelson Shaw commented  · 

    Hi Joanna, you may be interested in Boxkite, designed specifically to address this concern. It automatically backs up all your Xero data to Dropbox 24/7, including invoices, receipts, and all your important entries. It takes just minutes to set up and runs continuously in the background.

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

  5. Xero - Backup data file

    3 votes

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    submitted  ·  2 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/