XPM - Bulk update for draft invoices when imported
We import all our invoices to Xero from our practice management software. They are imported as draft invoices. Once the invoices are in Xero I have to go through each invoice and complete the following steps otherwise Xero won't send reminders for overdue invoices.
- Set the date to today (which also sets the due date)
- Set the invoice to approved
- Set the invoice sent
A solution to this would be to be able to select all draft invoices and bulk set them to approved and sent. This must be an issue for others.
2
votes
Rob Carson
shared this idea