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  1. Navigation - Quickly access Tracking Categories

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

    Hi Elliot, it'd be great to get more understanding of your needs here. Is there a particular reason you'd often navigate to the Tracking Category settings? If you could share a little more on your workflow to help with sharing your feedback and helping others connect with your idea 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  ·