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Invoicing - Use drag & drop to copy line details

Hi Xero Team , Kindly find attached file for your reference. I am sharing video file and screenshot that feature very useful for all user and copy above cell during invoice and bill generate. I am suggesting to IT team if they unlock drag and drop copy cell from above cell from mouse that feature would be very appreciated and may help to all user to easy invoicing and bill that help to time saving while enter multiple similar details in invoice or bill. I have also mentioned how to prevent accidental drag & drop cell with using ON/OFF button in my screenshot. Thanks

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Skyvillion Apartments shared this idea  ·   ·  Report…  ·  Admin →
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  • Nicole Neale commented  ·   ·  Report

    Steve Brewer- I found this exact thing. When I raised a case regarding this, this is the answer I got. Every time I question something I just get told to change to the classic invoicing which is being retired. Xero support is a complete joke. It's just pure luck if you get someone who actually knows how to help you.
    So I just imagined that I've been able to drag and drop for the last year and a half and now I can't?

    Hi Nicole

    Thanks for reaching out to us and inviting us into your organisation.

    Currently in Xero's new invoicing, it's not possible to use the drag and drop feature to move text from textbox to another, or reorder words within the same textbox.

    Alternatively, you can switch to classic invoicing on the bottom of your screen, where this feature is still available. Classic invoicing will be retired on 27 February 2025.

    However this is a request that's already been raised with us and I've found an idea that's similar to what you’re suggesting in our Xero Product Ideas. Xero Product Ideas is a Xero website where our customers can share and support ideas for change.

    I’ve included links to our Xero Product Ideas and a support article with more information on new invoicing,

    Xero Product Ideas: Invoicing - Use drag & drop to copy line details

    Xero Central article: Xero new invoicing releases

    Kind regards

    Tavia

  • Steve Brewer commented  ·   ·  Report

    It seems like you deliberatly turned this off recently. I remenber being able to drag / drop text from emails and other browser screens, or within the new invoice screen from description to reference field.

  • Nicole Neale commented  ·   ·  Report

    Please please do this. Not that I expect anything form Xero but it would help my workflow.

  • Skyvillion Apartments commented  ·   ·  Report

    Hi Xero Team , Kindly find attached file for your reference. I am sharing video file and screenshot that feature very useful for all user and copy above cell during invoice and bill generate. I am suggesting to IT team if they unlock drag and drop copy cell from above cell from mouse that feature would be very appreciated and may help to all user to easy invoicing and bill that help to time saving while enter multiple similar details in invoice or bill. I have also mentioned how to prevent accidental drag & drop cell with using ON/OFF button in my screenshot. Thanks