Bills - Bulk add Tracking Categories across multiple bill line items
I add a lot of bills and spend a lot of time adding tracking categories one by one to each item line. I want the ability to do this in bulk for many item lines at once. This has just been completed for invoices but it would be just as (if not more!) useful to be able to do this when editing bills.
Kate Woodcroft
shared this idea
Hi Kate, we understand the request to apply tracking categories to multiple bill lines at once, rather than selecting them individually.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this suggestion will be useful for your workflow, please vote and share your thoughts.
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Peter Kruger
commented
This would be a useful native option. Until it exists, I've made a Chrome extension called Bulk Bills (independent, not affiliated with Xero) that can set or clear tracking on draft bills, including only the lines that sit on a chosen account. You preview the old and new values first, and you can undo the batch for 7 days. It only touches draft bills.
Free trial of 10 bill changes: https://chromewebstore.google.com/detail/cgleidjlnecopojgnjklaehnagomcpeo
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Adrian Houser
commented
The Ability to multi-select line items in a bill or invoice an assign the tracking category all at once (preferably with the option to select all as well)
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Sharelle Jacobsen
commented
Can you please add this function. I waste a lot of time doing this also.
The same copy drag down circle that is now available in sales invoicing would be so good.