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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Menzies LLP commented
Is very limiting for entities who are just lookig for a little bit more tracking capacity, but don't need all the bells and whistles of Projects or external project management software.
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Jacqui Malcolm commented
Critical importance, the reason we are looking to move away from Xero
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Rebecca Knowles commented
disappointing that this is the current decision by Xero, hopefully you can reconsider. I would use tracking nothing relevant to projects and would be very helpful not to have to use any further add-ons. You are limiting your potential.
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Rebecca Knowles commented
I currently use both active tracking categories to add extra detail into specific GL accounts. Please create separate tracking or function so that I can create different payroll groups - 1 for recurring employees and one for seasonal harvest staff
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Flora Socualaya commented
I understand Xero is not an ERP system, but it would be helpful if you increase the tracking categories. It limits companies from having crucial financial information breakdown by their specific needs. I hope Xero adds this feature to their current planning. Please make Xero a more beautiful accounting software!
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Chad Walsworth commented
This is critical to my business. I'm currently looking for software that I can manage multiple LLC with multiple properties. At this time Xero is not offering that option. Please review implementing this into your program. I would choose this software, if it was an option.
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Roy Phay commented
Same here. So limited with just 2 tracking options. Now I can't track all I want for my business, and I am thinking of switching to other services too. What's so difficult to just increase to 5 or 10 tracking options?
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Suzanne Lockwood commented
This is mission critical to be able to convert to Xero,those business that require advanced departmental management reporting. Please consider adding this to your development roadmap for implementation in the near future thanks.
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Ravinder Sangha commented
Again a missed opportunity to make Xero a rounded product, instead of having to buy in bolt-ons or external apps.
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Tim Winstone commented
This is very important to us. We manage several entities on Xero and having tracking categories allows us to prepare management accounts for divisions. Limiting to only two tracking categories is a challenge. We are having to make an existing category inactive to add a new one.
A third category would be amazing. -
Data Migration commented
By not doing anything on this front you are effectively asking me to switch to small-scale ERP or any compatible tool. Thank you
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Adam Clucas commented
Critical importance, the reason we are looking to move away from Xero
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Antony Thorpe commented
Would be really handy to have more than 2 tracking categories
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Cassie Primett commented
I don't quite understand why Xero are ignoring this issue, when so many seem to be requesting this change to get the most out of the platform. I can see comments back to 2019 on this matter, so it is clearly an ongoing request.
This is a real limitation for our company and we will have to look at other platforms if changes are not made.
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Jonathan Shepherd commented
This would be an incredibly useful feature, along with updating the number of items in each category. We currently have >250 active projects, and it would be great to get that information out of the project management software and into the accounts.
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Lynn Hills commented
This is important for our clients.
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Prabhjot kaur commented
Hello this is Important for our company.
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Emma Glynn commented
Why?? "A maximum of four categories in total (including no more than 2 active categories) can exist at any one time and you cannot add a new tracking category until an existing one has been archived or deleted"
None of this makes sense to me, and sub accounts or headers are also required -
Emma Glynn commented
This is essential for us and I would imagine many people. I want more than 2 (active - btw what on earth is that about??) tracking categories. PLUS and maybe more importantly, I want the ability to create sub "options" or header options, so we can have a useful way of tracking.
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Justin Oke commented
Just adding another voice for adding more tracking categories. It seems a lot of people have requested this but expecting Xero to ignore this...