Settings and activity
3 results found
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168 votes
Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.
We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors.
While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own).
We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially…
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14 votes
Rachel Peckover
shared this idea
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262 votes
An error occurred while saving the comment Rachel Peckover
commented
I have asked for this a few times yet it never seems to happen yet they have rolled out a new sales invoicing system something i don't think was a necessity to be honest - being able to export/import bulk repeating invoices would be so wonderful it would save so much time and you could easily sort and split into relevant categories within the business to advise financial directors who is being invoiced in the future and who we would need to add if a customer was missing form the list.
this ability is vital yet here we are and still no signs of this being an option on Xero in February 2024 I have been asking for this since 2022.
An error occurred while saving the comment Rachel Peckover
commented
It would be great to be able to export repeating invoices that show in the repeating tab on sales as we have recurring invoices each year that need to go out repeatedly annually and obviously it would be so handy to export out the repeating invoices so that people can make a decision as to if the price needs to change or if it needs to be deleted at the start of the year. as we have about 30 - 40 invoices in that tab and i am going to have to now go through each invoice on that tab and type it all out and put onto an excel spread sheet which is very time consuming when we are only a small charity whereas if the option was there to export repeating invoices this wouldn't be a problem
Rachel Peckover
supported this idea
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This is something we really need as we have to go into each line on all imported invoices (and there are a lot, which is massively time consuming, as when you import bulk invoices you expect them to be assigned everything they need at that point of being able to approve and i mean everything automatically assigned in bulk) and assign a fund code which is ridiculous if you could just assign a chart of account code with a funding code that would be amazing!