Tracking - Bulk edit tracking categories
Better user interface / easier editing of unassigned or incorrect tracking categories on recorded transactions
We spend a lot of time each month updating unassigned or incorrect tracking categories on recorded transactions by having to open each one and editing via drop down menu. Having a quicker way to do this would be great and save a lot of time.
1
vote
Justin Camilleri
shared this idea
Hi Justin, you can already do this in Xero using Find and Recode! While this is only available to those with the Adviser role, this should allow you to accomplish what's being asked here. If you need an extra hand you can raise a case with our Xero Support specialists. 😊
