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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.

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Liz Small shared this idea  ·   ·  Report…  ·  Admin →
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  • Louise Bagatelas-Allen commented  ·   ·  Report

    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!!!

  • Joanne Sydenham commented  ·   ·  Report

    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?

  • Joanne Sydenham commented  ·   ·  Report

    I'm also interested as it takes so long to archive them individually.

  • Lisa Von Vivenot commented  ·   ·  Report

    This is SUPER important. To sit and archive each item is time consuming and laborious. Please XERO make this an easier process.

  • Richard Southwell commented  ·   ·  Report

    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.

  • Tracey Bill commented  ·   ·  Report

    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

  • Janet Hiern commented  ·   ·  Report

    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  ·   ·  Report

    Yes please to bulk archive! I have hundreds to do, and going back and forth between archived and live options will take forever :(

  • Richard Southwell commented  ·   ·  Report

    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 ....

  • Mo Azam commented  ·   ·  Report

    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.

  • Liz Small commented  ·   ·  Report

    this is so critical to get the old jobs archived

  • Louise Birnie commented  ·   ·  Report

    Please add this function! Archiving one by one takes so much time!!
    This will help keep our categories list so much cleaner!!

  • Jayden Lawrence commented  ·   ·  Report

    I have just spend 2 hours archiving our jobs one by one, this would have been very useful;

  • Ken Davison commented  ·   ·  Report

    this would be very helpful and save us a lot of time.

  • Louise Bagatelas-Allen commented  ·   ·  Report

    YES please, we too use tracking for jobs/projects - and because the reporting is so poor we have to find away of keeping the tracking numbers down. Archiving one by one is painful!

  • Mark Sands commented  ·   ·  Report

    1. Being able to archive Tracking Categories.

    2. Including the Reference field in the bank reconciliation overview rather than having to drill down to add this detail. All the other fields are included and only this one is missing

  • Rebecca Page commented  ·   ·  Report

    Totally agree especially as the new reporting won't allow tracking comparison if there are more than 100 options whereas the old version did.

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