Tracking (1:49)

Tracking (1:49)


Sean Douglas
January 13, 2010 at 2:35 pm

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.

August 9, 2011 at 2:27 pm

Can you force the tracking code to be used on all transactions?

Erica Schubach
May 31, 2014 at 6:46 am

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.

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