Bills - Add editing capabilities to bulk edit and approve Draft Bills
Add further Bulk Action options to the Draft Bills screen. See image - so many identical low value bills.
Idealy I would be able to check the bills, and bulk add:
- Supplier Name
- Basic Description
- Default Due Date (revert to supplier default automatically?)
- Account used.
- Approve if eligiible after this.
I find the 'approve' options are useless because the incoming bills never have enough info to approve until edited... therefore - edit options would be more useful.
Andrew J
shared this idea
Hi Andrew, thanks for your suggestion. We understand that processing large volumes of draft bills can be time-consuming when updates need to be done one by one.
The suggestion here is to allow bulk editing of draft bills, so users can update fields like account codes, tracking, or tax settings across multiple bills at the same time instead of opening each one individually.
We’ve moved this to Gaining Support so we can keep tracking interest and share it with the team.
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Peter Kruger
commented
I ran into the same gap: Xero can bulk-approve drafts, but changing the account, tracking, due date, reference or supplier still means opening each bill. Find and recode is for bills that are already posted, so it doesn't help the drafts sitting in the queue.
I've made a Chrome extension called Bulk Bills that works with Xero (independent, not affiliated with Xero). It filters draft bills, lets you change account codes, tracking, line descriptions, due dates, references or the supplier in one go, shows a preview of every change, and can undo a batch for 7 days. It does not approve bills, and it will not apply a change that would alter an amount or VAT.
There's a free trial of 10 bill changes, no card needed: https://chromewebstore.google.com/detail/cgleidjlnecopojgnjklaehnagomcpeo
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Shiv Misra
commented
adding support for thsi feature as i think its absolutely needed when we are processing large number of invoices
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Joanne Quin
commented
Improve Draft Invoice Review – More Columns/Filters & Next Invoice Button
DRAFT INVOICES
When reviewing a large number of draft invoices/bills, the current process is quite time-consuming because there is not enough information visible on the Drafts screen.
It would be extremely useful if users could display and/or filter by additional invoice line information, particularly:
- Description
- Quantity
- Account / Account Code
- VAT / Tax Rate
This would allow users to quickly review a batch of draft invoices and check that the coding, quantities and VAT treatment are correct before approving them.
At present, I have to open each draft invoice individually just to check these details, even when most of them are correct. Being able to see this information from the Drafts list would make it much easier to identify only the invoices that actually need correcting.
There is also an issue with the workflow once an invoice has been opened. After checking and approving a draft invoice, I have to navigate all the way back through the tabs to Draft Invoices again, find where I was in the list, and then open the next invoice.
It would be very helpful to have Previous / Next Draft Invoice buttons when viewing a draft. After approving one invoice, a “Approve & Next” option would be even better, taking you directly to the next draft awaiting review.
For businesses processing a large number of invoices, these relatively small changes would make the review and approval process much quicker and reduce the risk of incorrect account codes, VAT rates or quantities being approved.
In summary: more information/columns on the Drafts screen, the ability to filter or review by those fields, and a simple Next / Previous or Approve & Next function would significantly improve the draft invoice approval workflow.