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  1. Invoicing - Use drag & drop to copy line details

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    11 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for continuing to highlight how important this is when working across multiple lines in an invoice or bill.

    We’re working on an improvement to the Line Item Grid that'll make this workflow faster. You'll soon be able to drag contents of a field in a row up or down a column, and we're also designing an option for keyboard users.

    Once available this'll make it much easier to repeat details like tracking, account codes or tax rates, in invoices, quotes, sales credit notes, purchase orders and when editing bills in quick view mode.

    I'll be back to confirm once this functionality's released. 🙂

    Skyvillion Apartments shared this idea  · 
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    Skyvillion Apartments commented  · 

    Hi Xero Team , Kindly find attached file for your reference. I am sharing video file and screenshot that feature very useful for all user and copy above cell during invoice and bill generate. I am suggesting to IT team if they unlock drag and drop copy cell from above cell from mouse that feature would be very appreciated and may help to all user to easy invoicing and bill that help to time saving while enter multiple similar details in invoice or bill. I have also mentioned how to prevent accidental drag & drop cell with using ON/OFF button in my screenshot. Thanks