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  1. Repeating Invoice - bulk update of amounts

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    61 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the feedback and great to hear the use you find in repeat templates in Xero. 


    While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?


    You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import. 

    This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂

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    Mike Curtis commented  · 

    Xero should have as a core goal value "to making processes simple for accountants to undertake their role". So having to export and then import is a cop out Kelly Munro. Xero should be leading on-line accounting platforms not lagging behind the opposition. Build flexibility into the product. This enhances our user happiness :) :)

    Mike Curtis supported this idea  ·