Requested on Xero’s idea boards for 8+ years · 600+ votes
Bulk operations Xero never built.
Allocate hundreds of credit notes and archive thousands of tracking options in one job — preview before, real undo after, CSV audit trail throughout.
| Run | Contact | Credit note → Invoice | Amount |
|---|---|---|---|
| ✓ | City Limousines | CN-0031 → INV-0006 | 250.00 |
| ✓ | City Limousines | CN-0034 → INV-0011 | 320.00 |
| ✓ | DIISR — Small Business | CN-0032 → INV-0016 | 135.32 |
| Ridgeway University | CN-0027 → INV-0021 | 1,190.00 | |
| ✓ | Marine Systems | CN-0035 → INV-0024 | 610.50 |
1 click
to undo an entire job
100%
of writes audited, CSV export
60/min
Xero rate limit, throttled for you
Dangerous by nature. Safe by design.
Bulk-writing to a ledger should scare you. That’s why every BulkOps job follows the same contract: see it, approve it, reverse it, prove it.
Preview before anything runs
Every operation is a dry-run first. BulkOps matches credit notes to open invoices — same contact, exact amounts first, then oldest — and shows you every line. Untick anything. Nothing touches Xero until you queue it.
True undo
One click reverses a finished job in Xero. Not “contact support”. A real undo.
↩ undone by job #13
Audit trail
Before/after state and Xero IDs for every write, exportable as CSV.
09:14:02,allocate,CN-0031 → INV-0006,250.00
09:14:03,allocate,CN-0032 → INV-0016,135.32
Built for volume, not demos
Xero allows 60 API calls a minute — a thousand allocations is a 17-minute job, not a button click. BulkOps queues the work, throttles under the limit, survives restarts, shows live progress, and reports per-item success or failure. Cancel mid-run any time.
Pricing
Previews are always free. Your first 25 executed items are free. Cancel anytime.
Starter
$19/month
- ✓ Credit note bulk allocation
- ✓ 300 executed items / month
- ✓ Preview, undo & audit CSV
- ✓ Email support
Pro
$39/month
- ✓ Everything in Starter
- ✓ Unlimited executed items
- ✓ Tracking category / option bulk archive
- ✓ Priority support
Subscriptions and billing handled securely by Paddle.
Questions
Is this safe to run on my organisation?
BulkOps connects via Xero’s official OAuth flow — it never sees your password. Nothing is written without a preview you approve, every write is audited, and allocation and archive jobs are fully reversible.
What exactly can it do today?
Two things, properly: bulk-allocate unallocated credit notes to open invoices (same contact, exact-amount matches first, then oldest first), and bulk-archive tracking categories or options. Both with preview, undo, and audit export.
Why not just do it manually in Xero?
Xero has no bulk allocation — it’s one credit note at a time, several clicks each. A hundred credit notes is an afternoon. BulkOps makes it a preview and one click.
Can I try it before paying?
Yes — previews are free forever, and your first 25 executed items are free. You only pay when it’s actually saving you hours.