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  1. Bills - Bulk assign tracking to multiple lines at a time

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    4 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, this isn't something we have direct plans for developing atm, however for those with the Adviser role you could consider using Find & recode as a way to bulk assign tracking to your transactions lines.

    It's important to note that it's not possible to undo a recode, so if you're unsure of how the features works at all we';d recommend trying it out in the demo company first.

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    Liezel Nel commented  · 

    Please create the ability to bulk assign a tracking category to all the line items in a bill.

    Where bills are imported with multiple lines sometimes staff approving bills in the external system like Ezzy bills assign the incorrect category or miss assigning a category and then one has to manually assing it to each line items in the bill - for my particular client this is sometimes 30-40 line items.

    This will be a huge time saver.

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    Liezel Nel commented  · 

    In the enter a bills screen allow the ability to assign the same Store/Employment group to all the line items in the bill at once.

    Liezel Nel supported this idea  ·