How we’ve grown to help our one million subscribers every day
How this business went from dark days to being almost debt-free
How Xero helped this bookkeeper make his move to the woods
3 ways you can give your firm a fresh start in 2017
Xero and Capital One partner to help rewire the small business economy
Change the way you work with reports
Xero Wins Linkedin’s ‘Bring Your Employer Brand to Life’
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.
Can you force the tracking code to be used on all transactions?
I’m going to bump this conversation and second Sean’s comments. QuickBooks Online also lacks the ability to track sales reps, so this feature would really give Xero an edge.
Your email address will not be published. Required fields are marked *
Find out why over 1,000,000+ subscribers have fallen in love with Xero