Navigation - Quickly access Tracking Categories
It would be great if there was a simpler way to navigate to the Tracking Categories directly from the homepage.
Elliot Levi
shared this idea
Hi Elliot, it'd be great to get more understanding of your needs here. Is there a particular reason you'd often navigate to the Tracking Category settings? If you could share a little more on your workflow to help with sharing your feedback and helping others connect with your idea here.
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Elliot Levi
commented
Hi Kelly, every time I send an invoice, it's generally given a new tracking category. That way, we are able to see how profitable each job is that we do. Last year I sent around 80 invoices, so 80 times that I had to go into tracking categories and add a new number. It used to be relatively straight forward to find Tracking Categories, but now I have to click Accounting_Account Settings_Tracking Categories. I would just like to be able to add Tracking Categories as a widget on my homepage, or have it as a main menu item. Thanks Elliot