Small businesses name Xero the most-loved accounting software for the second year in a row
How small businesses can apply the Five-Second Rule
Get paid faster with these 6 invoice tips
Change the way you work with reports
Why attracting female accounting talent is not one-size-fits-all
Becoming a $1 billion business
This bookkeeper explains how he switched from overflowing filing cabinets to a cloud-based firm
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Your email address will not be published.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 700,000+ subscribers have fallen in love with Xero