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Sales Invoices - Bulk assign lines to Project/customer

When raising an invoice, add the functionality to 'select all' lines, to add to assign to a Project.

When creating an invoice, even from within a Project each line has to be manually assigned to a project.
Even if an invoice is copied from a previous one from within the project, the project information is not copied over and each line has to be assigned individually.
This is very onerous, especially when there are numerous invoice lines.

When actions are taken from within a Project, Xero does not seem to carry this information through, which is very poor.

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Carla Lee shared this idea  ·   ·  Report…  ·  Admin →
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  • Rob Dash commented  ·   ·  Report

    so frustrating that such a menial task has not been streamlined

  • Vincent Smith commented  ·   ·  Report

    Much like how bills currently have the function to select all the lines that the project relates to or assign to all.

    At the moment with invoices, this has to be done manually, which can fill up the screen if there are multiple lines and needing to zoom out of the web browser to fit them all into the screen.

  • Daniel Dib commented  ·   ·  Report

    This shouldn't be difficult to achieve, and presents many benefits

  • Dean Inglis commented  ·   ·  Report

    Agreed, this is a very time consuming issue for us allocating each line item to the same project. Seems it would be a simple fix to implement and save us all a lot of time.

  • Juliet Lee commented  ·   ·  Report

    Can there be a way to add every line of an invoice to the same project? My client has lots of many-line invoices and it is a laborious task for each line of an invoice to be allocated to a project, an account and then click assign and ok so that is 4 buttons for each line.
    It's a big waste of time and is causing frustration.

  • Kirsten Ovenden commented  ·   ·  Report

    This is desperately needed, so much time is wasted without this simple functionality.

    Please introduce a 'select all' asap!

  • Jack Van Domselaar commented  ·   ·  Report

    Please add! 99.9% of the time, we only assign one project to the invoice and don't need to add it line by line.

    A apply one project to invoice button would be fantastic!

  • Rachel Lane commented  ·   ·  Report

    With Invoices, can you add a button to Allocate all lines to a Job and subsequently project, ie; I have a recent project and when invoicing the customer there were 65 lines to the invoice - broken down into each individual line that makes up the contract sum. This is very time consuming to go in allocate each line to a Project and when the invoice contains this many lines you have to Zoom the screen down to about 10% which is not readable anyway. One button that would allow you to allocate all lines to the one project would be fantastic. This would also be an awesome feature for Bills as at the moment we are running 20 - 25 projects and when I have to allocate goods purchased it is quite time consuming allocating to each job. Another thought, could the job in Xero be linked to Projects so that everything allocated to the Tracking Category also allocates to the job in Projects. Would save so much time :-) Thanks Rachel