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2 results found

  1. Manual Journal Tracking categories should be shown in the entries after posting

    The new MANUAL JOURNAL feature does not show the tracking categories after being posted. You need to click edit first before seeing the tracking categories. Can this be improved? I have attached the screenshot of the actual posted journal although the tracking categories are complete before posting. Thanks

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    0 comments  ·  Tracking categories  ·  Admin →
    Existing functionality  ·  AdminDavina Roper (Admin, Xero) responded

    This is already a feature of the new look manual journals Isabel. Once the journal is posted you can see the tracking categories that were selected, but if you need an extra hand you can raise a case with our Xero Support specialists.

    😊

  2. Allow typing/searching for tracking categories instead of just scrolling the dropdown list

    Please add the ability to type into the tracking category fields to auto-suggest or filter options, rather than forcing users to scroll through a long dropdown menu.

    Currently, if a business has numerous tracking categories or options, users have to manually scroll through a massive list every time they enter a line item on an invoice or bill. This is incredibly time-consuming and slows down data entry significantly.

    Standard accounting workflows require speed. Adding a "type-to-search" or auto-complete functionality to the tracking category fields (similar to how the "Account" or "Item" fields work) would drastically improve efficiency and the overall…

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    0 comments  ·  Tracking categories  ·  Admin →
    Existing functionality  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Isabel, giving this a quick test I'd like to confirm this is already possible. From the tracking field of an invoice or bill you can simply start typing which will filter the results of your tracking options. From here you simply select the relevant option.

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