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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Louise Birnie
commented
Can there please be a button on invoicing to just copy the tracking category in the first row to all line items on the invoice rather than having to drop down and select for every single line item. This would save so much time and ensure consistency on tracking.
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Santiago Di Matteo
commented
Just give me a tick box to select multiple invoices and change the due date please!
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Ian Brenchley
commented
06-04-2025
So two years and no progress on your article.I suggested this over 6 months ago too.
After spending hours once a month producing an average of 40 invoices manually, the missing feature causes, specifically for us an extra two hours manually editing each entry field, where missing Select all is not there in the columns.
For us that is an average of an extra 480 edits on manual invoices.
Nothing has been done since your article was published, and with the amount of time spent with this issue manually creating invoices completely undermines the integrity of Xero software.
It does not provide the end user with the simplicity of XLS functionality which is basic.
Working with our own developer this is a function that is not that difficult to implement as it works in same way as the already coded drop down functions imbedded for example Tax rates.
Finding Xero excuses for this very inadequate when compared with cost of subscription.
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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.