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  1. Invoices: Bulk update invoice all lines

    30 votes

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    5 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for continuing to share how time-consuming it can be to repeat the same details across multiple lines in an invoice, quote or bill.

    We’re working on an improvement to the line item grid of these transactions that'll improve the process for you all here.

    We're developing the ability to drag the contents of a field in one row up or down a column to apply it across other line items. There will also be keyboard options for those that prefer not to use a mouse.

    Once available, this’ll make it much easier to repeat details like tracking, account codes and tax rates across line items without re-entering the same value over and over.

    I'll be back to share once this is rolled out, with more detail on how to make use!

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    Bill Hamman commented  · 

    It would be great to have an option/tick-box when processing Invoices & Bills (Same as the Tax option) to mark for Department & Projects. This will save a lot of time in bills with over 60+ entries.

    Bill Hamman supported this idea  ·