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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
   Lisa Hughes commented  ·  29 January, 2024  ·  Edit…  ·  delete…

   Definitely need this, we now use a .docx template for our invoices. so I've got to go through and manually update over 1100 invoices with the new branding theme which is madness and will take hours! Come on Xero you need to look at simple things like this.

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