User Roles - Ability to assign default tracking options per user
Right now it’s not possible to have users automatically assigned to tracking categories.
We are investigating the tracking scenario, but it looks like additional work having to go into making sure each user remembers to add the relevant codes/tracking categories each time they raise a new quote/invoice/PO.
Is there a way to set this up so that Xero can automatically identify that a user belongs to a particular department (e.g. Sales / Accounts ) and the relevant tracking codes will be applied? Similar to how when we set up a new contact on Xero with particular defaults (re. currency or VAT etc) Xero automatically applies this to each new document.
Janice de Villa
shared this idea
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Merilda Xhoxhi
commented
How to assign default tracking categories specifically Business Segment and Business Unit based on the individual employee submitting the claim on Xero Me. The employee will need to add tracking categories.
Solution: Set default tracking categories per employee (e.g., in their user profile when we sent the invite to use Xero me app).).
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Becky Jellick
commented
I would also like this feature