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Tracking - Ability to bulk Archive categories

We use tracking categories of building jobs. It would be great to archive the tracking category once the job it complete. Allowing a P&L by tracking category report to only show active jobs.

115 votes
Liz Small shared this idea  ·   ·  Report…  ·  Admin →
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  • Charlie Walter commented  ·   ·  Report

    Has Xero answered if they intend to do this???
    I have only been asking the same question for years.....
    Just wanted to make sure I hadnt missed a response!!

  • Des Andrew commented  ·   ·  Report

    It would be very helpful to have this feature.

  • Steve Brooks commented  ·   ·  Report

    This would be so useful to archive in bulk and save a load of time

  • Kylie Ryan commented  ·   ·  Report

    I have hundreds old tracking categories from as far back as 2016 that I am currently deleting one by one. It would be a great help to be able to select multiple tracking categories and delete them in bulk.

  • Charlie Walter commented  ·   ·  Report

    Xero - are you planning to ever respond to this thread?
    It would be greatly appreciated :)

    Charlie Walter commented
    11 Nov 24 plus the last one as you are bulking my comments now

    Charlie Walter commented
    Oct 30, 2023
    Any news on this one Xero?

    Charlie Walter commented
    Jan 14, 2024
    We having been asking for this for years. Hard hard could it be to implement.

    Charlie Walter commented
    Jan 14, 2024
    Not only do you have to select each one, it kicks you out to where it has been archived & you have to click back into where you were to delete the next one!

    Charlie Walter commented
    Mar 14, 2024 ·
    Absolutely critical - yep I feel lthe same as Casey-Lee " So painful and time wasting... what feels like 10 clicks just for one archive."

    A PUNISH!

    Charlie Walter commented
    Jul 17, 2024
    Xero > are you going to update us on this??

  • Charlie Walter commented  ·   ·  Report

    Is there ever going to be a response from Xero on this??

    Charlie Walter commented
    Oct 30, 2023
    Any news on this one Xero?

    Charlie Walter commented
    Jan 14, 2024
    We having been asking for this for years. Hard hard could it be to implement.

    Charlie Walter commented
    Jan 14, 2024
    Not only do you have to select each one, it kicks you out to where it has been archived & you have to click back into where you were to delete the next one!

    Charlie Walter commented
    Mar 14, 2024 ·
    Absolutely critical - yep I feel lthe same as Casey-Lee " So painful and time wasting... what feels like 10 clicks just for one archive."

    A PUNISH!

    Charlie Walter commented
    Jul 17, 2024
    Xero > are you going to update us on this??

  • Damien Thomas commented  ·   ·  Report

    Bulk Archiving is a must for our Business, if this function is not provided, we would consider changing platforms, this is now too time consuming for a simple task.

  • Jessica Wilson commented  ·   ·  Report

    We need bulk archiving - this is way too time consuming doing this one by one!!

  • Evelyn Sorley commented  ·   ·  Report

    Bulk archiving would be much more efficient. It would even help just not to be taken to the archived list after each one

  • Amanda Gibson commented  ·   ·  Report

    Would love this function - it takes ages doing one name at a time

  • Ruth Leaver commented  ·   ·  Report

    yes , being able to archive multiple tracking categories that have been used but are no longer being used would be great.
    it is very time consuming having to action this one at a time
    thanks

  • Zoe Chapman commented  ·   ·  Report

    We also have hundreds of old jobs in tracking categories and individually archiving each job is ridiculously tedious.... would love to see this bulk archive capability Xero!

  • Kalina Tosh commented  ·   ·  Report

    Same issue here, I have hundreds of old jobs recorded as Tracking Category Options from the last 10 or so years that I need to archive and doing it one by one takes an off putting amount of time, so the jobs keep accumulating, the list gets bigger and bigger, and still no option to bulk archive. Xero programmers, please come up with an option ASAP.

  • Jane Mullan commented  ·   ·  Report

    Bulk archiving needs to provided ASAP - disappointing that Xero has not managed to sort this out when people have been asking for it for a long time, and it would save us, the end user so much time. Come on Xero - how difficult is it to sort out?

  • Louise Birnie commented  ·   ·  Report

    this is wasting us an unnecessary amount of valuable time to archive our projects from last financial year. This needs updated now!

  • Dale McGuire commented  ·   ·  Report

    Please make the process of archiving tracking categories less time consuming and tedious. A function where we are able to tick ALL of the tracking categories we want to archive at once and press a button is needed. The notification about being deleted verse being archived could still pop up with an accept step.

  • Shanna Baker commented  ·   ·  Report

    Please can this become a function! It would save me hours of time!

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