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!
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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Gary Dreyer commented
I agree with so many others that it is very poor that Xero allows only 2 tracking categories. Not very advanced software at all. Quickbooks allows many tracking categories. I want Xero to explain why, technically, it is so hard to have more categories. To me just seems lazy and not wanting to spend the development money on something that a clear majority of customers want. The end result of accounting is reporting to help owners/managers, Xero says it prides itself on the usefulness of its reports, but here is a clear inherent failure to produce what people want. So WHY WHY WHY doesn't Xero fix this? WHAT IS THE REASON ???
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Claudia McCarthy commented
Yes please this is an important feature.
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Eric Tsang commented
i think it’s important to add few more tracking too
we currently use one field for tracking for sales (yes, xero does not have “user field” to display who create the transaction and we need to use tracking field for it) and the other tracking for different category
just like custom field, i think it’s useful for most of user and it’s quite easy to add…
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Matt Cannon commented
Having a third or fourth tracking category would be a huge help.
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Barbara Fusco commented
Just came across this now. As others have said, once a business grows, there is a need to be able to run more advanced and detailed reporting.
We are in that position now. The Projects function of Xero is not what we need, we just want to be able to add "labels" to sales invoices to run reports from different points of view to improve sales analysis. We can't do it with just two active tracking categories, we need more! Why is this not even considered by Xero? -
Jean-Claude (JC) Siliato commented
Definitely needs more tracking categories. Clients that are rapidly growing are having to cease using the software. Business in the transport industry are a good example. They create tracking categories for each asset. Hence, once Xero's tracking category limits are up, they have no choice as profitability is assessed on a per asset basis.
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Joanne Fazioli commented
We really need a third tracking category option to be added. We love the Xero product and it suits our needs in every other aspect but if we can't have an additional tracking category we will need to move to another product.
I would appreciate an update from the development team if this will be considered as the last update was a year ago.
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Jacqui L commented
I can't see how some of my clients who are rapidly growing would want to continue to use Xero if they don't quickly integrate multiple tracking categories into the software!!
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Melissa Montelli commented
Is it difficult to update the system to allow more tracking categories? Like is a lot of work involved in doing so? It seems it would make a heap of customers a lot happier. Doesn't really make sense not to do it, unless the whole idea is to push people to add on Xero Projects. Money...sigh...
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Jennifer Tryggvason commented
This is SO important. For non profits to be able to track restricted funds, programs, and grants (fundamental and basic to all nonprofits) we really need three. I've tried using Projects for Grants multiple times but it is not designed with the flexibility necessary for this purpose and is cumbersome and labor intensive.
Please the third tracking category ASAP -
Lee Ward commented
More than 2 tracking categories would be perfect, it would give my company all the required info that it needs for management reporting. I have gotten around this by using item codes as we dont use them but not ideal!
I know my company would happily pay extra for additional categories if it were an option
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Lee-Ann casbard commented
You are going to begin to lose more customers than you gain if you do not start to introduce the basic requirements offered by other packages - why are you so resistant to something that is in such demand? You are seriously letting your customers down.
We shouldn't have to look to alternative apps for this - this seems to be an ongoing theme with your software - want better project intel - add a bolt on - want better invoice detail - add a bolt on - Not good, and clearly don't care about the quality of your product for your customers
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Nishan Song commented
Our business is currently working fine with having 2 active tracking categories. However it is important to be able to have the ability to create and use more than 100 active tracking options within that category. Is the platform able to handle 200 tracking options within a single tracking category with stability of report extraction?
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Jonathan Shepherd commented
It's disappointing to hear that this isn't planned. We are a multi-discipline, multi-state company. If we didn't have to use a tracking category to group employees (easier reporting for payroll tax purposes), that would free one up for reporting.
Hopefully Xero reconsider their decision on this.
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Karen Bennett commented
We didn't sign up to Xero to then have to go and find other apps to do the job Xero should be doing. Shame on you Xero. Seems like it's more about the money these days rather than the happy users.
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Tim Winstone commented
Additional Tracking categories would make a significant difference to how we use Xero for management reporting across our businesses. Would strongly support this improvement.
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Schaiane De Assis Batista commented
ASAP... please
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Karl Caruana commented
This needs to be implemented ASAP
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Adam Burstin commented
I have a client that needs more than two Tracking Categories. he may not use Xero because of this limitation
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Olivier Pierre-Noel commented
We need to have more categories. I am considering leaving Xero for this sole reason.