With the recent changes in New Invoicing, I've noticed that editing tracking categories and adding additional information to invoices has become more time-consuming. Unfortunately, the current system prevents duplicate invoice numbers from being uploaded, which makes it impossible to use the import/export CSV functionality for bulk updates on approved invoices.
There is also no quick way to perform bulk updates, meaning users are forced to edit each invoice individually, which is not efficient.
It would be incredibly beneficial if Xero could introduce a feature that allows bulk editing of approved invoices. For example, users could export a range of invoices needing updates into a CSV file, make necessary changes (such as adding tracking categories or extra details), and then re-upload the CSV to apply these changes across all selected invoices.
This feature would not only save time and effort but also significantly improve the user experience for many.
Nikhil Saxena
supported this idea
·
With the recent changes in New Invoicing, I've noticed that editing tracking categories and adding additional information to invoices has become more time-consuming. Unfortunately, the current system prevents duplicate invoice numbers from being uploaded, which makes it impossible to use the import/export CSV functionality for bulk updates on approved invoices.
There is also no quick way to perform bulk updates, meaning users are forced to edit each invoice individually, which is not efficient.
It would be incredibly beneficial if Xero could introduce a feature that allows bulk editing of approved invoices. For example, users could export a range of invoices needing updates into a CSV file, make necessary changes (such as adding tracking categories or extra details), and then re-upload the CSV to apply these changes across all selected invoices.
This feature would not only save time and effort but also significantly improve the user experience for many.