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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. 🙂

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    Steve Brewer commented  · 

    Why don't you just unlock drag and drop text feature (that you removed in the "new" version) so its available like on every other web based program / app? Its not rocket science!

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    Steve Brewer commented  · 

    It seems like you deliberatly turned this off recently. I remenber being able to drag / drop text from emails and other browser screens, or within the new invoice screen from description to reference field.

    Steve Brewer supported this idea  ·