Invoices: Bulk update invoice all lines
It would be extremely helpful to have a 'master' input at the top of each column of a quote / invoice / bill etc so that the master input is then auto-populated under that column heading for all line-items of the quote / invoice / bill.
For instance, my sales code is likely to be the same for each item of a given invoice, and yet I need to input this code as many times as the number of line-items in the invoice - rather than just once. Same for eg tax code and, in my case, I have a custom field too.
These entries are very frequently identical for a particular quote / invoice / bill, and yet I need to complete this process for every discrete field, rather than make one selection per column. It would significantly improve efficiency from an input perspective.
Even with a master input, I would envisage it still being possible to change discrete entries if one or two line items required a change subsequent to a master input being applied. Much like a master 'select/deselect all' feature works - ie the ability to 'select all' then subsequently unselect one or several entries, or conversely, deselect all, then selecting one or two discrete entries.
Bryony Richardson
shared this idea
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Thomas May
commented
Needing to do repetitive tasks at the cell level of the table of a invoice, quote, PO or bill is slow and limited.
For example updating the sales account or tax rate of multiple lines one by one specially on long invoices/bills is unnecessarily tedious, time consuming and prone to mistake.
The request is to allow selecting multiple cells in a column and pasting in a value for all of them in bulk, like in a spreadsheet.Another use case would be coping a list of SKUs from a spreadsheet and simply pasting them into an invoice/bill would be a game changer for many of us. Same with prices, discounts etc.
Even whole tables could be pasted into a invoice, quote, PO or bill.
The reality is that 99% percent of us use spreadsheets to structure our data makes this a killer feature to strongly consider Dev in implementing.
xero on.