Projects - Allocate Bills to Project in bulk
Allocate Bills from suppliers (such as Bunnings or Bowens) to one master job, rather than needing to manually enter this against each line item.
This happens in MYOB and is very handy
Tiffany Wills
shared this idea
Hey Team, thanks for raising this with us. You can bulk assign expenses within a single bill to a project in Xero by using the Assign expenses to a customer or project button and selecting multiple line items at once.
However, at the moment, there isn’t a way to bulk assign multiple bills to a project in one step – each bill still needs to be opened and assigned individually. We’re moving this request into our ✨ Gaining support ✨ stage so other customers can vote and share how this would help their workflow.
-
Tiffany Wills
commented
This is a function that happens easily enough in MYOB, so should not be that hard to do in Xero, surely?
-
Tiffany Wills
commented
In MYOB, when a bill is sent from a supplier (eg. Bunnings) to the inbox, when converting this from a draft to an "actual" bill, there is an ability to "code" the entire invoice to one particular job (eg. Job X).
Then you can go into the individual lines and re-allocate them to Job Y (if need be).
This initial "master job allocation" allocation saves times as then each line is allocated against Job X, rather than manually having to enter this information in on each line before approving the draft.