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  1. Tracking - Ability to bulk add and delete tracking on invoices

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    17 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, appreciate the interest in the idea here. 


    We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here. 


    We'd recommend having a try in the demo co. if this is a new tools for you. 🙂

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    Serina le Grange commented  · 

    I would really like to see the functionality to import tracking options in order to set it up, rather than having to manually capture up to 100 in each of the two tracking categories. This should be an easy fix on Xero's side that will help transitioning over from another accounting package so much easier. :)