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.
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Casey-Lee Thomas commented
PLEASE ADD THIS FEATURE - i dont understand how this hasn't yet been actioned. So painful and time wasting... what feels like 10 clicks just for one archive.
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Charlie Walter commented
Not only do you have to select each one, it kicks you out to where it has been archived & you have to click back into where you were to delete the next one!
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Charlie Walter commented
We having been asking for this for years. Hard hard could it be to implement.
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Louise Bagatelas-Allen commented
Please Please add this as a matter of urgency.
Without archiving tracking codes the Compare Tracking Codes P&L report doesn't work if you have over 200 codes alive.
We need to archive hundreds before this report will work - HELP!!!! -
Russell Smith commented
I have over 500 to archive and really need this function as the prospect of having to click each one in turn is going to take an age. It seems from the comments I am not alone.
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Paul Sanford commented
Please can this be fixed, I have a couple of hundred to do!
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Louise Bagatelas-Allen commented
Please add this simple feature, it will make things much quicker. I have over 100 to archive. That is three clicks each - 300 clicks to carry out one simple task!!!
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Joanne Sydenham commented
If we could just tick on each one that we want to archive and do it in bulk would be amazing.
Please Xero - Can you do this?
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Joanne Sydenham commented
I'm also interested as it takes so long to archive them individually.
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Charlie Walter commented
Any news on this one Xero?
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Lisa Von Vivenot commented
This is SUPER important. To sit and archive each item is time consuming and laborious. Please XERO make this an easier process.
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Richard Southwell commented
In addition to a bulk archive option/tool, another useful feature would be an auto archive tool so that if a category option hasn't been used in X amount of time (user to specify say 6 or 12 months ...) that it gets auto-archived.
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Tracey Bill commented
A bulk archive function is definitely needed. Businesses are time poor at the best of times, this doesnt need to be added to the list of time consuming jobs
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Janet Hiern commented
It would be great to simplify archiving Tracking Categories. As it is the process is:
- Find and select a tracking category
- Select Archive
- The Archived Tracing Category tab opens
- look at this list
- Trawl across the screen back the to Tracking Categories tab
- Scroll through to find the next Tracking Category to be archived
- select archive
- the Archived tab opens
- etc and repeat, repeat, repeat.
Its quite tedious archiving more that 3 categories, especially if the list is long
A simpler way would be to be able to select from the list and archive the selected items all together -
Julie Roff commented
Yes please to bulk archive! I have hundreds to do, and going back and forth between archived and live options will take forever :(
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Richard Southwell commented
Fixing this functionality before culling the old reports would've been helpful.
Xero team> can you please help as this will be a recurring issue given the 200 limit with the new reports ....
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Mo Azam commented
I have over 400 tracking categories to archive for two companies. I have started doing this and it is taking forever going backwards and forwards. Surely we should be able to bulk archive.
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Liz Small commented
this is so critical to get the old jobs archived
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Andy Moore commented
Yes please to this!!
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Louise Birnie commented
Please add this function! Archiving one by one takes so much time!!
This will help keep our categories list so much cleaner!!