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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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    Gilbert Nortey commented  · 

    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.