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  1. Bills/Invoices/PO's - Select and edit multiple lines

    8 votes

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

    Thanks for continuing to feedback on how we could improve your experience when entering transactions where you have multiple lines with similar detail.

    Right now, our product team are working on improving the Line Item Grid to make repeated line editing easier. This includes the ability to drag the contents of a field up or down a column, and we’re also designing a keyboard-friendly option. ✨

    When released, this’ll be available across multiple transactions types including invoices, quotes, purchase orders, sales credit notes and when editing bills in quick view.

    I'll swing back to share once this is live, and give you more information on how you can use this feature.

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    KA Stokes Admin Acc Rec commented  · 

    Also for those using the SITE columns in PO/INV to be able to add the site without having to manually select for every line, some invoices are 50 lines long. Need to be able to select multiple lines - there is not an efficient process like this. Seems odd that a program would not have this functionality.

  2. Organisation settings - Copy a 'Live Xero Organisation’ details into the Demo company.

    62 votes

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    26 comments  ·  Users & setup » Navigation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate your support and sharing here and want to apologise we haven't responded on this idea before now.

    We understand there are opportunities to improve the demo company and provide customers with more flexibility and simplicity in being able to test more thoroughly using the setup and structure of their own organisation, rather than needing to recreate this manually in a separate environment.

    This is an area we can see value in evolving, and although this specific capability isn't currently on the roadmap, it's been noted and will remain part of future product planning conversations.

    We'll make sure to share any news around this with you all, here.

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    KA Stokes Admin Acc Rec commented  · 

    Create Demo as a sandbox of own company: We use other systems that allow us to create a 'Sandbox version of our data' that is valid for 2 weeks, and we can then use it as a Demo to test, train, work out issues in the system rather than impacting our live data. Admins have access to create or delete a Sandbox. This would be extremely useful in Xero.

    KA Stokes Admin Acc Rec supported this idea  ·