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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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    Kerry Crook commented  · 

    Definitely something we need. If we have set up a customer's name incorrectly, it is very time consuming to change every single one of the customer's invoices with their new name. We need a global change for this and other things that may affect all of the customers past invoices