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Bulk actions for Xero requests line items

ApprovalMax supports bulk actions for line items on Xero edit forms: Purchase Orders, Bills, Expenses, Quotes, Sales Invoices, Credit Notes and Manual Journals.

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.

  • Delete: delete multiple lines simultaneously for efficient cleanup and streamlined document organisation.





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