Comments on: Tracking (1:49) http://blog.xero.com/2009/01/tracking/ Xero Accounting Software Tue, 07 Feb 2012 12:24:14 +0000 hourly 1 By: Dave http://blog.xero.com/2009/01/tracking/comment-page-1/#comment-16364 Dave Tue, 09 Aug 2011 02:27:09 +0000 http://blog.xero.com/?p=3954#comment-16364 Can you force the tracking code to be used on all transactions? Can you force the tracking code to be used on all transactions?

]]> By: Sean Douglas http://blog.xero.com/2009/01/tracking/comment-page-1/#comment-4486 Sean Douglas Wed, 13 Jan 2010 01:35:20 +0000 http://blog.xero.com/?p=3954#comment-4486 It would be great to be able to assign categories to customers. For example, if I had a category for my sales reps, I could assign a sales rep to that customer and all sales to that customer are automatically added. This would prevent the tedious duplication of having to choose the sales rep for each item on an invoice - especially for those of us whose invoices have 20 or 30 lines! For alot of categories (e.g region, branch, sales rep), individual item sales would not change categories within an invoice, or across invoices in most cases. It would be great to be able to assign categories to customers. For example, if I had a category for my sales reps, I could assign a sales rep to that customer and all sales to that customer are automatically added. This would prevent the tedious duplication of having to choose the sales rep for each item on an invoice – especially for those of us whose invoices have 20 or 30 lines!

For alot of categories (e.g region, branch, sales rep), individual item sales would not change categories within an invoice, or across invoices in most cases.

]]>