Settings and activity
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10 votes
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Adam Bowley
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20 votesAdam Bowley
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37 votesAdam Bowley
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51 votes
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. 🙂
An error occurred while saving the comment Adam Bowley
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We have sales invoices pushed through from production software. Each invoice (particularly those for our retail outlet) have multiple lines for each product sold. I would like to select all lines on an invoice and pick the department (tracking category) for all of them, rather than one by one.
This will allow us to track sales by each department.
Adam Bowley
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Should be an easy addition but will allow my colleagues (and directors) to know which overdue invoices have been dealt with.
Also now Xero doesn't pull in the bank as frequently, invoices have often been paid before they are able to be cleared in Xero - this would help to minimise confusion.