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.
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Charlie Walter
commented
Xero > are you going to update us on this??
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Dale McGuire
commented
Please make the process of archiving tracking categories less time consuming and tedious. A function where we are able to tick ALL of the tracking categories we want to archive at once and press a button is needed. The notification about being deleted verse being archived could still pop up with an accept step.
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Shanna Baker
commented
Please can this become a function! It would save me hours of time!
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Jane Grant
commented
Please make the process of archiving tracking categories less time consuming and tedious. A function where we are able to tick ALL of the tracking categories we want to archive at once and press a button is needed. The notification about being deleted verse being archived could still pop up with an accept step.
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Nicola McKelvie
commented
Really really want to be able to archive multiple categories at a time. It takes sooooo long to clear this up and I just don't have the time to dedicate to it! Please look into implementing this soon, we beg!
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Charlie Walter
commented
Absolutely critical - yep I feel lthe same as Casey-Lee " So painful and time wasting... what feels like 10 clicks just for one archive."
A PUNISH!
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Casey-Lee Thomas
commented
PLEASE ADD THIS FEATURE - i dont understand how this hasn't yet been actioned. So painful and time wasting... what feels like 10 clicks just for one archive.
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Charlie Walter
commented
Not only do you have to select each one, it kicks you out to where it has been archived & you have to click back into where you were to delete the next one!
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Charlie Walter
commented
We having been asking for this for years. Hard hard could it be to implement.
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Louise Bagatelas-Allen
commented
Please Please add this as a matter of urgency.
Without archiving tracking codes the Compare Tracking Codes P&L report doesn't work if you have over 200 codes alive.
We need to archive hundreds before this report will work - HELP!!!! -
Russell Smith
commented
I have over 500 to archive and really need this function as the prospect of having to click each one in turn is going to take an age. It seems from the comments I am not alone.
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Paul Sanford
commented
Please can this be fixed, I have a couple of hundred to do!
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Louise Bagatelas-Allen
commented
Please add this simple feature, it will make things much quicker. I have over 100 to archive. That is three clicks each - 300 clicks to carry out one simple task!!!
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Joanne Sydenham
commented
If we could just tick on each one that we want to archive and do it in bulk would be amazing.
Please Xero - Can you do this?
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Joanne Sydenham
commented
I'm also interested as it takes so long to archive them individually.
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Charlie Walter
commented
Any news on this one Xero?
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Lisa Von Vivenot
commented
This is SUPER important. To sit and archive each item is time consuming and laborious. Please XERO make this an easier process.
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Richard Southwell
commented
In addition to a bulk archive option/tool, another useful feature would be an auto archive tool so that if a category option hasn't been used in X amount of time (user to specify say 6 or 12 months ...) that it gets auto-archived.
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Tracey Bill
commented
A bulk archive function is definitely needed. Businesses are time poor at the best of times, this doesnt need to be added to the list of time consuming jobs
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Janet Hiern
commented
It would be great to simplify archiving Tracking Categories. As it is the process is:
- Find and select a tracking category
- Select Archive
- The Archived Tracing Category tab opens
- look at this list
- Trawl across the screen back the to Tracking Categories tab
- Scroll through to find the next Tracking Category to be archived
- select archive
- the Archived tab opens
- etc and repeat, repeat, repeat.
Its quite tedious archiving more that 3 categories, especially if the list is long
A simpler way would be to be able to select from the list and archive the selected items all together