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

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   21 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for continuing to highlight how much time you could save with this feature.

   We’re working on an improvement to the Line Item Grid within the body of invoices, quotes, purchase orders, sales credit notes and the bills quick view that'll help speed up editing and solve some of the needs in this idea.

   We'll be enabling the ability to drag the contents of a field in one row up or down a column, making it faster to update repeated line-level details like tracking, account codes, references or tax rates within an invoice, without needing to manually re-enter the same value line by line.

   We appreciate this idea also highlights the need for more bulk actions to edit multiple invoices at once (not just within an individual invoice) and want to be upfront that this isn't something we have immediate plans of.

   I'll keep you updated of the release of the line item update here, along with detail of how you'll be able to use this feature. Thanks

   Hi everyone, thanks for continuing to highlight how much time you could save with this feature.

   We’re working on an improvement to the Line Item Grid within the body of invoices, quotes, purchase orders, sales credit notes and the bills quick view that'll help speed up editing and solve some of the needs in this idea.

   We'll be enabling the ability to drag the contents of a field in one row up or down a column, making it faster to update repeated line-level details like tracking, account codes, references or tax rates within an invoice, without needing to manually re-enter the same value line by line.

   We appreciate this idea also highlights the need for more bulk actions to edit multiple invoices at once (not just within an individual invoice) and want to be upfront that this isn't something we have immediate plans of.

   I'll keep you updated of the… more

   An error occurred while saving the comment
   Nikhil Saxena commented  ·  20 August, 2024  ·  Edit…  ·  delete…

   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.

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   Nikhil Saxena supported this idea  ·  26 March, 2024