Settings and activity
4 results found
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2 votesJustine Challen shared this idea ·
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56 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. 🙂
Justine Challen supported this idea · -
21 votes
While not specifically in account codes, it'd be good to know if setting Tracking defaults on Contacts could be useful to you here?
While I'd recommend testing with the demo co. first - Find & Recode could be used to bulk assign tracking to items, post import.
Justine Challen supported this idea · -
16 votes
An error occurred while saving the comment Justine Challen supported this idea ·
The tracking categories in Xero are restrictive. Only being able to have to active tracking codes and then be limited to the amount that can be addted to each active tracking column is non-productive and frustrating. We use tracking to be able to do a P + L for each job. We have 1000 jobs per year.
Prior to Xero, we were using quickbooks. We are able to track without being restricted and it was an easier search function, with one click of a button.
Why is Xero restricting its customers when the customers are the ones that pay to use the platform?