ApprovalMax supports bulk actions for line items on Xero edit forms: Purchase Orders, Bills, Expenses, Quotes, Sales Invoices, and Credit Notes.
The following actions can be applied to the selected items on the Edit form:
Edit: Apply the same values to selected lines in dropdown fields, simplifying complex edits and ensuring consistency across your documents.
Clone: Duplicate selected line items, perfect for creating similar entries quickly.
Split line: Divide a selected line item into an equal number of new lines (2–100).
Amounts, quantities, and tax are distributed evenly, with any rounding remainder applied to the last line. All other fields (account, item, tax code, tracking, etc.) are copied to each new line.
Merge: combine two or more selected line items into a single Line Item with an editable preview before confirmation.
The merged line's account, tax code, and other categorical fields take the most common value among the selected lines; amounts and tax are summed.
Please note: Split line and Merge bulk actions are not available for Expense requests.
Delete: Delete multiple lines simultaneously for efficient cleanup and streamlined document organisation.