Tracking - Increase the number of tracking categories
I have a real estate client who wants to track clientID and Postcode but also Agent name and property value range. I can only use 2 categories and so have had to make a number of Item codes for each agent 30+ codes per agent in order to do this. If we could have more than 2 tracking categories that would be great!
AdminXero Team
(Admin, Xero)
shared this idea
Hi everyone, we appreciate all the interest in Tracking. As widely used as this feature is we have no plans at this point to develop and extend the current limitations of Tracking in Xero.
As some here may have explored - there are connected apps that may serve some of the needs of Tracking, as well as Xero Projects for those looking to monitor and record finite business projects or jobs.
If there's any change, we'll return here to update.
You're welcome to continue to share detail of how increasing options for tracking could benefit your business, however we want to be transparent in our position, so you can make the best decision as needed for your business.
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Irene Bernabe
commented
Yes, need more than 2 active tracking categories please!
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Matthew Hitchcock
commented
This would be a great addition to Xero. To limit us to only two categories when there is so much interest in adding more seems nonsensical.
It would greatly benefit our tracking ability within the company, which at the moment is being seriously limited.
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Anesca Van Vuuren
commented
Good day, our business is also in desperate need to add a third tracking category on invoices. Please consider this. At this point we are willing to pay to activate a third tracking category.
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Dongyan Liang
commented
Please listen to our actual requests and needs and take appropriate action accordingly. It is important that the solutions provided align with our requirements to add one more tracking categories.
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Michelle San
commented
Why is the limit of active tracking categories only 2? It would be really helpful if this could be increased
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Karen Quayle
commented
Is there any update on this? there is so much demand when you view comments online!
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Leslie Lee
commented
We need more than 2 active tracking categories - hope to see something being done about this. Thank you.
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Dominika Piwczyk
commented
It would be great to have more than 2 active tracking categories.
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Linda Abbott
commented
I would love to see the number of tracking options increased. I see there were no plans in 2023, maybe in 2025! Options are OK, but it would be even better if there were sub-options as well, if you get my meaning.
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Catherine Batt
commented
We do need the ability to add another tracking category.
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Dearbhail Kelly
commented
Has plans been reviewed to make this happen?
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Dearbhail Kelly
commented
We also need an additional tracking category
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Wun Ping Wong
commented
Indeed, we need additional tracking category in order to proceed for E-invoicing implementation. Currently the maximum 2 tracking we already in used are not enough as E-Invoicing required another new tracking. Suggests Xero to open extra 1-2 tracking so that E-Invoicing Implementation can be smoother.
Just few days left, On 1st Jan 2025, the phase 2 Malaysia E-Invoicing implementation. Please re-consider to add in new tracking. Thanks
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Patrick Murtagh
commented
I am looking to introduce Xero to a client where tracking of expenditure against budgets is very important. To only have 2 levels of tracking categories is too few and may mean seeking another software product.
I would ask Xero to review its current offering re tracking categories in light of the comments below and provide an update to their message from Mar 2023. -
Peter Green
commented
The tracking categories feature is too limited. As other users have commented, even one more would make a huge difference.
As our small company grows, the level of analysis needed increases. Not just cost centres, but projects, sales analysis etc etc.
We could find a "fix" for some of this using account codes and the existing tracking categories but that is not an ideal solution.
We will get to the point where we will have to look at alternatives to Xero if the number of tracking categories are not expanded.
Message to Xero: the last response on this thread from Xero seems to be Kelly Munro's response on 5th March 2023 - 18 months ago. Please provide an update - is this being planned now? -
Gerard Harford
commented
This feature should be expanded.
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Ben Edmonds
commented
We have just started using tracing categories for projects, and will quickly (eg: within months) surpass the ~100# of options. Without this, we need to build alternative infrastructure to track profit & loss on a per-project basis.
Pretty frustrating limitation and very frustrating responses from Xero support.
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Hannah Baker
commented
So many comments about this over the last few years I'm surprised Xero have not done anything about it yet. We need more tracking categories too for the accounts we prepare in here.
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Peter Miles
commented
Hi Michelle Owsnett.
Please drop me an email so we can discuss options, but I just need to understand the number of jobs etc. peter.miles@tcdgroup.com.au.
regards
Peter -
Michelle Owsnett
commented
We are a commercial plumbing company who does not rely heavily on reporting. There are no departments in our company. Every time we begin a new project/job, I have added a tracking category for materials purchased for that job etc for invoicing purposes. This has worked well for 4 years and now all of a sudden I can not add any new tracking categories. Even if I archive jobs that are complete, it still wont allow me to add a new tracking category.
We pay $145 per month and Xero have no plans to develop this. They are trying to push Xero Projects - which does not suit our small business. Does anyone know of a Xero App that will help with tracking categories???? Feeling quite desperate right now and not getting any assistance from Xero at all...