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  1. Navigation - Quickly access Tracking Categories

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    1 comment  ·  Users & setup » Navigation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the additional info. Ellliot.

    Totally get it's still round about to the direct ask you have here, however did you know it's now possible to add a new tracking option as you enter an invoice?

    Maybe this could dave you from having to go to the Tracing Settings before entering your invoice?

    Either way we'll start to track the interest from others in having a quick access link for this, here.

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    Elliot Levi commented  · 

    Hi Kelly, every time I send an invoice, it's generally given a new tracking category. That way, we are able to see how profitable each job is that we do. Last year I sent around 80 invoices, so 80 times that I had to go into tracking categories and add a new number. It used to be relatively straight forward to find Tracking Categories, but now I have to click Accounting_Account Settings_Tracking Categories. I would just like to be able to add Tracking Categories as a widget on my homepage, or have it as a main menu item. Thanks Elliot

    Elliot Levi shared this idea  ·