Report Templates - Option to bulk mark codes as reviewed
Report codes that are in the For Review category need a button so after changing the ones that need changing the rest can be marked as reviewed. Currently it looks like you have to click into each one to review it and no-one is going to have time do that when you can see most of them dont need changing.
Its always an extra click to view all the report codes as Xero defaults you the the codes that are For Review. If they have all been reviewed we wouldnt have to do an extra click each time we want to map our report codes.
Hi Gay, just wanted to return from my last update. While this is something our teams took a look into, it's not something that's been planned for the time being.
For now, we'll continue to get a sense of the interest from your idea here. 🙂
-
Vicki Carlisle
commented
Yes this is something that bugs me too - usually most of the codes are fine as they are, I just want to accept them as reviewed without having to either (a) select all in a certain category then go in to Edit them (even thought they don't need editing); or (b) do them one by one.
We have the option to bulk select already, just need an approve or review button.
The other thing is that if it's all been fine up to now and we've left a bunch of accounts in the 'to review' because option (a) above is time consuming, when we add an account, it is lost in the listing without any way to identify new accounts (eg date added).