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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

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   Gilbert Nortey commented  ·  05 April, 2024  ·  Edit…  ·  delete…

   This is a much-needed feature. For now, my way around this is to export all invoice drafts into excel csv make all the changes and updates, delete the drafts in xero and import the updated csv. Better than going through and updating 200 invoices one after the other.

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