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  1. Sales Invoices - Ability to bulk edit/update invoices

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    21 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly M (Community Manager, Xero) responded

    Thanks again for everyone's support in this idea.

    We'd like to let you know that the ability to drag contents from one field up or down a column within an individual invoice is now live to all users, to help save time repeating details like tracking, account codes and tax rates across multiple line items.

    From the blue dot in the bottom-right corner of a cell drag up or down the column. Alternatively, hold Shift, use the up or down arrows to select the cells you want, then press Enter to apply.

    Again, we know some members here were also looking for bulk updates across multiple invoices, rather than just across lines within a single invoice. That part of the request isn’t included in this release, so we’ll keep the idea open as Accepted for future consideration. 🙂

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    Nikhil Saxena commented  · 

    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  ·