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.
Liz Small
shared this idea
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Daniel Fethers
commented
We need this ASAP.
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Jayden Lawrence
commented
I have just spend 2 hours archiving our jobs one by one, this would have been very useful;
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Ken Davison
commented
this would be very helpful and save us a lot of time.
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Louise Bagatelas-Allen
commented
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!
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Mark Sands
commented
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
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Rebecca Page
commented
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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Jodi Kelly
commented
This would be a brilliant addition and very, very helpful!
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HIC HIC
commented
re: archiving locations....we have HUNDREDS of locations.. it would be VERY helpful, if there was a check box wherein we could choose ALL the locations we wanted to archive at the same time, rather then the current time consuming method of having to click on individual location...additionally - it would be very confident..if the screen didn't keep deferring back to the
"archived" page...and just stayed on the first back, so we don't have to keep going back and forth - waaaay to time consuming..... -
Sara Wain
commented
Bulk archive tracking categories instead of having to close them individually.
We use this for tracking our jobs. At EOFY we need to close all competed jobs in that year and its ALOT. being able to tick all to be closed then select archive would save so much time.