Settings and activity
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3 votes
Hi Kate, we understand the request to apply tracking categories to multiple bill lines at once, rather than selecting them individually.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this suggestion will be useful for your workflow, please vote and share your thoughts.
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3 votes
Hi Andrew, thanks for your suggestion. We understand that processing large volumes of draft bills can be time-consuming when updates need to be done one by one.
The suggestion here is to allow bulk editing of draft bills, so users can update fields like account codes, tracking, or tax settings across multiple bills at the same time instead of opening each one individually.
We’ve moved this to Gaining Support so we can keep tracking interest and share it with the team.
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Peter Kruger
commented
I ran into the same gap: Xero can bulk-approve drafts, but changing the account, tracking, due date, reference or supplier still means opening each bill. Find and recode is for bills that are already posted, so it doesn't help the drafts sitting in the queue.
I've made a Chrome extension called Bulk Bills that works with Xero (independent, not affiliated with Xero). It filters draft bills, lets you change account codes, tracking, line descriptions, due dates, references or the supplier in one go, shows a preview of every change, and can undo a batch for 7 days. It does not approve bills, and it will not apply a change that would alter an amount or VAT.
There's a free trial of 10 bill changes, no card needed: https://chromewebstore.google.com/detail/cgleidjlnecopojgnjklaehnagomcpeo
This would be a useful native option. Until it exists, I've made a Chrome extension called Bulk Bills (independent, not affiliated with Xero) that can set or clear tracking on draft bills, including only the lines that sit on a chosen account. You preview the old and new values first, and you can undo the batch for 7 days. It only touches draft bills.
Free trial of 10 bill changes: https://chromewebstore.google.com/detail/cgleidjlnecopojgnjklaehnagomcpeo