Settings and activity
3 results found
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20 votes
Thanks for taking the time to share this idea about being able to remove leave categories that are no longer used or were assigned incorrectly.
At the moment, there isn’t a way to fully archive or delete a leave type. If the leave type has never been used for that employee, you can remove it from their record. If the leave type has been used or has a balance, you’ll need to edit the balance and stop it from accruing going forward.
Your idea is formally logged here in Product Ideas. it’s up to the community to get behind and support it. Make sure you share your idea with any colleagues who could benefit from this so they can add their vote too!
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Julie Dawson
supported this idea
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247 votes
Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.
Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned.
Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here.
An error occurred while saving the comment Julie Dawson
commented
I select a tracking category for every transaction i process. It would be great if Xero could alert me if i have forgotten to add one before it saves the transaction. This would save me going back and added the categories at a later stage when my P&L by department does not reconcile to the all departments P&L.
Julie Dawson
supported this idea
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36 votes
An error occurred while saving the comment Julie Dawson
commented
Great idea! I was very surprised that it wasn't an option already. I doubt if anyone would be wanting to look at the oldest transactions first from 10 years ago!
Julie Dawson
supported this idea
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Please make this an option. It looks unprofessional having a payslip with zero leave entitlements owing over and over again. If they no longer accrue leave entitlements, then we should have the option to remove it from their payslips.