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

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    17 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. 🙂

    An error occurred while saving the comment
    Eliza Taylor commented  · 

    You shouldn’t need to find and recode or tan through on the sales invoice or bill.
    If you assign a tracking code to a contact under their contact card it should automatically populate without having to tab through each column or find and recode!

    What’s the point of being able to assign the tracking under their contact if it doesn’t actually do anything 🤔