Bills/Invoices/PO's - Select and edit multiple lines
Need functionality for selecting and editing MULTIPLE LINE ENTRIES ON AN INVOICE OR PO/BILL
Thanks for continuing to feedback on how we could improve your experience when entering transactions where you have multiple lines with similar detail.
Right now, our product team are working on improving the Line Item Grid to make repeated line editing easier. This includes the ability to drag the contents of a field up or down a column, and we’re also designing a keyboard-friendly option. ✨
When released, this’ll be available across multiple transactions types including invoices, quotes, purchase orders, sales credit notes and when editing bills in quick view.
I'll swing back to share once this is live, and give you more information on how you can use this feature.
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KA Stokes Admin Acc Rec
commented
Also for those using the SITE columns in PO/INV to be able to add the site without having to manually select for every line, some invoices are 50 lines long. Need to be able to select multiple lines - there is not an efficient process like this. Seems odd that a program would not have this functionality.
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Tom David
commented
Hi Tracey, we ran into a similiar limitation in Xero around selecting and grouping multiple line items to group and hide from clients, so we built a tool to work around it called Invoice Polish.
It reads your existing invoices and lets you group or summarise line items (manually or automatically), preview a cleaner client-facing version, export it as a PDF, and optionally attach that PDF back onto the original invoice in Xero.
In your particular case, the web app has a feature where if you paste a #hashtag keyword onto each of your xero invoice line items (like #GROUP01), Invoice Polish will detect these and automatically group those line items for you. And of course the resulting invoice will print without the #keyword in the description for your client to see (:
Important point: Invoice Polish doesn’t modify any accounting data in Xero. Your detailed line items stay exactly as they are for reporting, and this just creates a cleaner version for clients.
Typical workflow is: connect your Xero org, select an invoice, group/summarise the line items, then export or attach the revised version.
We’ve found it useful where you need detailed breakdowns internally but only want to present a high-level summary to clients.
If it’s useful, more info here: https://invoicepolish.com
Best,
Tom -
Liz Arnott (Opus)
commented
When amending the account code for a bill, it would be helpful if the whole of the entry was selected when clicking into the box. I either have to click on the arrow and scroll up and down the list to select the account I want or I have to click at the front of the box, highlight the whole entry in blue and then delete to overtype the account code. If I could click in the box and the whole cell was highlighted in blue I could then just overtype the account code.
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Tracey Lougher
commented
Xero really needs the ability to select all, or at least select multiple lines at once. In a group monthly invoice, it can take over an hour to delete or edit lines individually.
It would also be a major improvement to allow grouping of identical line items—so that all quantities for the same item appear under a single line, instead of generating hundreds of separate lines for the same thing -
Sarah Abbott
commented
Need functionality for selecting and editing MULTIPLE LINE ENTRIES ON AN INVOICE OR PO/BILL
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Sarah Abbott
commented
Need functionality for selecting and editing MULTIPLE LINE ENTRIES ON AN INVOICE OR PO/BILL
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Sarah Abbott
commented
Need functionality for selecting and editing MULTIPLE LINE ENTRIES ON AN INVOICE OR PO/BILL