Invoices/Bills - Ability to duplicate a line item
Ability to duplicate a line item for invoices/bills.
Purpose: To make users easily enter similar line items when creating invoices/bills.
Hi everyone, we appreciate all contributions and votes this idea has received overtime.
There are a few different features we'd like to highlight that can aid in the entry of a lot of transaction entry and solve for many of the needs here.
- Non tracked inventory can be used as a means to save details for items you regularly purchase or sell and reduce the need to repetitively enter information such as Description, Price and Account
- Contact defaults can additionally save time from having to enter or update account, and tracking options of your lines
- Add contacts last items from the previous transaction you entered for them if you have contacts you regularly purchase or sell the same items
- NEW drag & drop contents of a field up or down the column - hovering over a field you can click and drag from the dot in the bottom right corner to fill the column up or down your rows
We’re in the process of developing a new Bill Edit and View page experience, so I'll return to confirm with a final update on this idea once this is released.
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Donna Pari
commented
ADD A BUTTON TO COPY LINE PLEASE
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Anh Van Tran
commented
Hi, I would like to duplicate the whole line below or above the line I'm at or whatever line I want rather dragging all the way from the bottom to the top.
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Jake Hurdle
commented
Hi there,
I would like to duplicate the whole line. Item, Description, Qty, everything.
I would then only have to amend the date and/or quantity, instead of creating a new line and having to input all of the same info again.
I would then be able to drag that Line to where I needed it. -
Accounts SFPHOMES
commented
1. Ability to duplicate a line/line item within an invoice AND bill so that it doesn't have to be entered again and again. This will go a long way to streamlining cost allocation.
2. Loadable internal templates for bills and invoices to be entered for the businesses who layout complex invoices/bills.
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David Naylor
commented
So disappointing that Xero keep on increasing their fees (has nearly doubled since I started) and yet they can't address no-brainer ideas like this. Things like this should just be implemented regardles of how many "votes" they receive. It's common sense.
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Coen Cranes
commented
Submitted 2022 and still cant duplicate a line?
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Andrew White
commented
Yes, please, being able to easily duplicate a line item in an invoice would be helpful for merchants who have invoices where a single inventory item is sold by weight at a number of different weights on the same invoice.
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Harry Anthony
commented
Unable to add item line between the lines in the edit bill template.
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Coen Cranes
commented
Like many others in the comments, being able to duplicate a line in an invoice seems like a simple function that is still not available after being raised more than 3 years ago. Do any of the product ideas end up in the product as this is one of many simple requests that I have gone to log, only to find 100's in some cases have requested the same years ago and it is still not available. New features seem to keep being developed to provide more bells and whistles while the basics are STILL not being covered even after your customers continuously request them.
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Office Dunfermline
commented
saves time when listing the same product over and over in a multiple product invoice with different prices!!
A basic function thats essential in our environment.. -
Art to Art Accounts
commented
This seems like a very basic action to program in. So frustrating and unbelievable that it isn't available. It would save a lot of time for both our AP & AR functions if we could duplicate line items and tweak them as necessary. The fact that Xero overhauled invoicing and didn't include this feature is beyond me.
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Anna Bayliss
commented
I 100% support this basic functionality request, as it would be great for splitting lines on a bill into different tracking categories.
This version of the idea was submitted in 2016, so I can't believe it hasn't been actioned yet.
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Michelle Poulton
commented
This would save so much time, rather than re-entering the same lines over and over again
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Simon James
commented
Fn key to copy field entry from previous line. How is this not standard functionality?
I used to implement a leading enterprise accounting solution that could do this 25 years ago. -
Tamara Davey
commented
This is not so much for the duplication of line items, as they are already duplicated throughout export from a third-party operational system where we submit our "jobs" (contents of said line items) -
but, I am allocating account codes / job numbers / divisions to numerous item/price lines on ONE bill for each individual "job" - if they are all going to the same places, is there a function to automatically allocate each line/job on the invoice to the same codes without manually entering every single one? -
David Naylor
commented
Hello - this is so obvious!
It's really needed in the Reconciliation forms too.
Really disappointed that this is missing given how much we are paying per month. -
Jan Stewart
commented
For entering the same data across different locations, this should be a basic function. When might this be available?
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Hazel Manks
commented
this is critical - being able to copy the line above - it is basics
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Mike Webber-Gant
commented
For example, in Sage, a simple strike of a function key will duplicate the relevant entry above. For those of us who enter a lot of data, this would save a huge amount of time.