Enter your idea

The above comment dated Aug 2022 - isn't what is being asked. Find and Recode does not delete / archive the tracking code list. This would simply move the entry from one to another.

PLEASE make bulk archive a option on tracking. The process is tiresome

I would really like to be able to bulk delete project tracking categories. We have a vast list which needs reducing but doing this one by one and having to come back from the archive page is tiresome. Thanks

Find and Recode does not allow for changing Tracking categories accross multiple bills. It deals with the account code and not the tracking category. Tracking categories are innocuous unlike account codes and should be able to be applied to multiple invoices at lower user permission levels than advisor. Its a major inconvenience only having two active tracking categories and even more so when they cant be applied en masse especially to historic invoices.

You shouldn’t need to find and recode or tan through on the sales invoice or bill.
If you assign a tracking code to a contact under their contact card it should automatically populate without having to tab through each column or find and recode!

What’s the point of being able to assign the tracking under their contact if it doesn’t actually do anything 🤔

It would be great when entering a bill if you had the option to autofill the tracking categories entered from the first line rather than having to enter them manually. Have a check box that you could tick and it would auto populate.
I understand you can add these categories in the Contact but I am talking about if the tracking categories change for each bill.
This would save so much time.

We have sales invoices pushed through from production software. Each invoice (particularly those for our retail outlet) have multiple lines for each product sold. I would like to select all lines on an invoice and pick the department (tracking category) for all of them, rather than one by one.

This will allow us to track sales by each department.

Fill - continue a series by using click and drag (like Excel) for Account and/or Department Codes that are the same in large invoices.

I would really like to see the functionality to import tracking options in order to set it up, rather than having to manually capture up to 100 in each of the two tracking categories. This should be an easy fix on Xero's side that will help transitioning over from another accounting package so much easier. :)

This fix works from my end thanks

Yes. That might be true. You can use Find & Recode.

BUT, you can not use it on Quotes, Purchase Orders or Any Voided/Deleted transactions in Xero (which still hovers in the deep dark corners of Xero)

So if you want to get rid/delete a tracking option that was used, and maybe on that one invoice that was voided. You c
an forget about correcting that element. You are stuck. If it irritates you as much as me, then you must start a brand new Xero profile.

This definitely needs to be added as an option.

Yes! Please add, it adds unnecessary time when importing journal entries

We would appreciate this now we are moving into new regions and need to track invoicing and expenses by region as well as by job.

Being able to import this on an ad hoc basis would eliminate so much input time for some of my clients who have several new projects each week.

Having this ability will support accurate tracking of costs associated with jobs

Being able to amend tracking categories will assist greatly with reporting in our SME.