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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. 🙂

    John McStay supported this idea  · 
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    John McStay commented  · 

    Find and Recode does not allow for changing Tracking categories accross multiple bills. It deals with the account code and not the tracking category. Tracking categories are innocuous unlike account codes and should be able to be applied to multiple invoices at lower user permission levels than advisor. Its a major inconvenience only having two active tracking categories and even more so when they cant be applied en masse especially to historic invoices.