New Manual Journals - Search and select Tracking Category
The new manual journal entry layout does not allow for quick selection of a tracking category using keyboard shortcuts (number or letter). The old layout allowed me to press a key, like "2" & all tracking categories that contained a 2 would come up. The new layout forces the user to manually scroll & find the tracking category. Guys, i have Clients with 40+ Tracking Categories. What is going on? Improving things doesn't just mean make it look shiny & change things. It means actually making things better. Why would you take a key search feature away that saves time? I almost want to sell my bookkeeping practice. This is ridiculously annoying.
Sal Sannuto
shared this idea
Thanks for feeding back on the new experience with us here, Sal. Appreciate how being able to easily type and select the tracking option you need while entering lines is highly useful in working efficiently and I've shared your feedback with the team. We'll be sure to share if there are updates planned for enabling this here.
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Sal Sannuto
commented
in fact, your article about the changes to manual journals in xero states "There are no changes to the way manual journals work in Xero or to any existing journals or repeating journals you have set up.". That is in fact incorrect. This critical feature has been removed, which is a change.