Help centre · Accounts
How do I rename or archive a tracking option in every organisation at once?
Open this screen in Saral/accounts/tracking-harmonisation?tab=matrix
Tracking & Project Codes → Harmonisation: click a category row for its options per organisation — a tick where it exists, + Add where missing, an amber button where it is spelled differently (click to rename to the canonical name). Rename and Archive act across every organisation that carries the option after a confirm naming them. An archive stops it appearing on new transactions and keeps the history. Create, rename and archive need the Admin role.
Not what you needed? Inside Saral, ask Kuku (Alt+K) — if it cannot answer, “Ask a human” sends the question to Saral support with the chat attached.