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  1. Tracking - Ability to bulk Archive categories

    73 votes

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    submitted  ·  30 comments  ·  For small businesses » Business features  ·  Admin →
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    Charlie Walter commented  · 

    Absolutely 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!

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    Charlie Walter commented  · 

    Not only do you have to select each one, it kicks you out to where it has been archived & you have to click back into where you were to delete the next one!

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    Charlie Walter commented  · 

    We having been asking for this for years. Hard hard could it be to implement.

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    Charlie Walter commented  · 

    Any news on this one Xero?

    Charlie Walter supported this idea  · 

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

    50 votes

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    15 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. 🙂

    Charlie Walter supported this idea  · 
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    Charlie Walter commented  · 

    It 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.