Settings and activity
2 results found
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94 votes
An error occurred while saving the comment An error occurred while saving the comment Charlie Walter commentedAbsolutely critical - yep I feel lthe same as Casey-Lee " So painful and time wasting... what feels like 10 clicks just for one archive."
A PUNISH!
An error occurred while saving the comment Charlie Walter commentedNot only do you have to select each one, it kicks you out to where it has been archived & you have to click back into where you were to delete the next one!
An error occurred while saving the comment Charlie Walter commentedWe having been asking for this for years. Hard hard could it be to implement.
An error occurred while saving the comment Charlie Walter commentedAny news on this one Xero?
Charlie Walter supported this idea · -
55 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. 🙂
Charlie Walter supported this idea ·An error occurred while saving the comment Charlie Walter commentedIt would be great when entering a bill if you had the option to autofill the tracking categories entered from the first line rather than having to enter them manually. Have a check box that you could tick and it would auto populate.
I understand you can add these categories in the Contact but I am talking about if the tracking categories change for each bill.
This would save so much time.
Xero > are you going to update us on this??