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  1. Bills - Bulk assign tracking to multiple lines at a time

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

    Hi team, this isn't something we have direct plans for developing atm, however for those with the Adviser role you could consider using Find & recode as a way to bulk assign tracking to your transactions lines.

    It's important to note that it's not possible to undo a recode, so if you're unsure of how the features works at all we';d recommend trying it out in the demo company first.

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    Debora Walsh commented  · 

    Hi,

    An Apply to All Lines feature would be extremely beneficial. On a daily basis, we have to manually edit invoices and bills. Not everyone can be set up as an advisor, that would cause more problems than solutions, and paying someone to do this kind of work every day is counter-productive, especially when dealing with over 100 invoices a day.

    Debora Walsh supported this idea  ·