Invoices - Ability to bulk add and delete tracking on invoices – Share and support customer ideas for Xero

Invoices - Ability to bulk add and delete tracking on invoices

Ability to bulk add and delete tracking options on invoices

Purpose: Ease of updating old invoices and purchases.

Screenshot 2023-02-22 100538.jpg 164 KB

92 votes

AdminXero Team (Admin, Xero) shared this idea · 17 February, 2014 · Report… · Admin →

Completed ·

AdminKelly Munro (Community Manager, Xero) responded · 04 August, 2026

Hi team, I’m pleased to share that this feature has now been released to all users.

As mentioned in my last post, you can now update multiple cells in an invoice using drag and drop or keyboard navigation. This makes it much easier to bulk update tracking across invoice rows in one go.

To use it, click the blue dot in the bottom-right corner of a cell and drag up or down the column. Alternatively, hold Shift on a cell and use the up or down arrows to select cells, then press Enter to apply.

Thank you again for all the input that helped shape this feature. 😁

Show previous admin responses (4)

In development ·

AdminKelly Munro (Community Manager, Xero) responded · 17 July, 2026

Thank you to everyone that’s supported and highlighted how this feature would improve your workflows when invoicing in Xero.

I’m pleased to share that we are in the midst of developing the ability to update multiple cells of your invoice through drag and drop, or using keyboard navigation.

Once available, (like asked here) you’ll be able to drag and drop tracking selected from one row to other rows of your invoice 😁

I’ll come back to confirm once this is made available to you all!

Gaining Support ·

AdminDavina Roper (Admin, Xero) responded · 15 April, 2026

Hey team thanks for supporting this idea of bulk adding or removing tracking options on invoices and bills.

We have moved thi to Gaining Support so you can tell your friends and colleagues that they can oet and comment on this idea.

Our Product team will keep an eye on this as it gains more support, although there is no work on this currently, it’s good to know which features would be beneficial to users for the future.

submitted ·

AdminKelly Munro (Community Manager, Xero) responded · 09 August, 2022

Hi everyone, appreciate the interest in the idea here.

We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & ( https://central.xero.com/s/article/About-Find-Recode ) Recode ( https://central.xero.com/s/article/About-Find-Recode ) – while only available to those with the Adviser role this will allow you to accomplish what’s being asked here.

We’d recommend having a try in the demo co ( https://central.xero.com/s/article/Use-the-demo-company ). if this is a new tools for you. 🙂

submitted ·

Rudi Moritz responded · 28 March, 2022

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Ryan Hewson commented · 28 July, 2022 11:02 · Report

This definitely needs to be added as an option.

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Derek Mayer commented · 23 July, 2022 04:19 · Report

Yes! Please add, it adds unnecessary time when importing journal entries

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Euan Rush commented · 09 June, 2022 10:37 · Report

We would appreciate this now we are moving into new regions and need to track invoicing and expenses by region as well as by job.

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Michelle Brooks commented · 13 May, 2022 08:52 · Report

Being able to import this on an ad hoc basis would eliminate so much input time for some of my clients who have several new projects each week.

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Amy Rodgers commented · 04 May, 2022 11:35 · Report

Having this ability will support accurate tracking of costs associated with jobs

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Adele Niemand commented · 14 April, 2022 00:59 · Report

Being able to amend tracking categories will assist greatly with reporting in our SME.

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