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  1. Invoicing - Apply tracking category automatically after creation

    16 votes

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    2 comments  ·  Projects & tracking » Tracking categories  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how the workflow for creating and selecting tracking options could be improved.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

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    Tani Gregorich commented  · 

    In the classic the tracking categories that are assigned to a customer, would automatically populate into the tracking fields on an invoice. This no longer seems to be a feature but it is something we would love to see implemented again as it saved a lot of time.

    Tani Gregorich supported this idea  ·