Settings and activity
3 results found
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658 votes
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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Carlos Pascual
commented
"Kelly & Team – relying on third-party integrations for basic data retrieval is a compliance risk, not a solution.
While we appreciate the transparency regarding the technical challenges of 'bulk printing' Excel files (as Campbell noted), this thread has conflated 'Print' with 'Export.' We don't need Xero to format Excel files for paper; we need Xero to allow us to extract our own substantiated data.
The Urgency: In the event of a tax audit or if a business needs to migrate software, we are currently unable to extract the source documents (PDFs/receipts) that substantiate our ledger without clicking one-by-one thousands of times. This makes Xero a 'black hole' for data.
Please decouple 'Bulk Print' from 'Bulk Export.' If the roadmap blocks printing, fine. But Bulk Export is a fundamental feature for data ownership and audit trails that needs to be prioritized immediately. We shouldn't have to pay extra subscription fees to third-party apps just to access our own historical records."
Carlos Pascual
supported this idea
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456 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
Carlos Pascual
supported this idea
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2 votesCarlos Pascual
supported this idea
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To save everyone time reading through 14+ pages of frustration, I’ve compiled the list of Xero-approved apps mentioned here that handle backups and data restoration:
Control-C: https://apps.xero.com/!QfMrh/app/controlc
Boxkite: https://apps.xero.com/!QfMrh/search/app/boxkite
Numerint: https://apps.xero.com/!QfMrh/search/app/numerintbackup
FileXtract - but tis not part of Xero app developers