Bills - Bulk approve and bulk edit accounts on draft bills
I forward invoices to Bills via the email feature.
I then batch process these at regular intervals.
There could be 50 to 100 bills here.
I have set default purchase contacts for all these contacts yet none of these drafts use that until I go into the bill for manual approval.
This wastes a lot of time as I have to go through each bill 1 by 1.
Allow me to bulk edit the accounts on Draft Bills and / or use the default account setting for that contact.
This simple change would save me hours and I would get 10X more value from Xero
connor muphy
shared this idea
Hi team, I know it's been sometime since this idea was initially raised but we wanted to return, as an update we made to the emails to bills flow should have resoled the underlying pain point initially raised here.
Now, when you email bills to your organisation your organisation's defaults will automatically be applied. So for example as mentioned in this idea if you have saved defaults for the contact the bill is created for, these will automatically be applied to the created bill. 🙂 - You can read more on the default application on Xero Central. Thanks!
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Michelle House
commented
Please!! This is great idea!!
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Blake Brown
commented
Add the ability to bulk change the date of a group of invoices from the Bills to Pay page. Could also add feature to bulk edit other aspects of an invoice like account, due date, contact, etc.
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Emma Flint
commented
Has anyone found a work around for this? Are there any third party apps that manage this process better?
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Todd Nelson
commented
This would be amazing! I have the suppliers set up so the due date, account code and gst code are all set to go so it would be great for all this to populate within the bill and be allowed to be approved. Even if under supplier their was a default description line as well