Skip to content
← For small businesses

Enter your idea

For small businesses: Settings & user roles

Categories

(thinking…)

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!

216 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
not planned  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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.

Show previous admin responses (1)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Asma Ali commented  ·   ·  Report

    Hello, is there any update on whether Xero is looking to increase the two tracking category limitation? We're keen to have more tracking categories which we would happily pay for these as it is vital to our business.

    Has anyone got around the two categories limit? I'm wondering if there is a clever way or additional app we can use to be able to track more business categories. Please let me know if you have any suggestions or recommendations.

  • Daniel Ward commented  ·   ·  Report

    This is very important for us to be able to build the reporting granularity that we need

  • Francis Tan commented  ·   ·  Report

    Hopefully, the tracking categories are able to have more than 2 active one

  • Christophe Marquis commented  ·   ·  Report

    Same here; this is critical; the finance dpt seriously doubts the invoicing feature with such low limitation. Please fix it to save us time in manual analysis

  • Eve Machila commented  ·   ·  Report

    We will have to move away from Xero because of the cap of 100 tracking options under a category :(

  • Steven Sandford commented  ·   ·  Report

    This is critical - in my context the company has many properties and want to track the performance of each of them

  • Anju Bala commented  ·   ·  Report

    Agreed.

    What's the use of having Archive Tracking Categories if we can't use it?

  • Sarah Woolford commented  ·   ·  Report

    The ability to have more than two active tracking category fields. In my context (accounts for a UK church) I could really do with three separate fields.

  • Christine Crowder commented  ·   ·  Report

    I would like to request that this be opened again for voting. Additional tracking categories is quite important to my clients.

  • Thao Bich commented  ·   ·  Report

    Please increase the number of tracking categories. That's make no sense when you limit 2 categories. Lots of information need to be captured with all companies.

  • Brandon Hannawa commented  ·   ·  Report

    Lots of support on the previous post of this idea, and I would definitely appreciate it. Seems unnecessary to limit us to 2 (active) tracking categories, and it seems like a trivial change to implement.

  • Debbie McLean commented  ·   ·  Report

    After reading this I really don't understand why this isn't at least being looked at. We need to put docket numbers on our invoices and can't because there is no ability to use any more than 2 tracking categories. Interestingly it tells us 4 unfortunately 2 of these are the options that sit under the 2 tracking categories. Otherwise it would be helpful to have an invoice template that can be adjusted to have the required number of columns. At present the names of the columns cannot be changed or Xero won't recognise them.

    We can't vote but we can comment. The more comments the more likely it is to be looked into.

  • Julia Devishkova commented  ·   ·  Report

    There should be no limit on Tracking Categories. Currently Xero supports only up to 400 categories. If we go above 400, we will not get a true total P&L report. A number of tracking categories should not be limited, as it is essential for charities, for example. Charities have hundreds of projects/grants in different regions which must be tracked while doing bank reconciliations, posting expenses, etc.

  • Evan Hastings commented  ·   ·  Report

    This is absolutely vital! I don't understand why you are allowed to have 4 but only use 2?

    Defeats the purpose. I understand Xero is a basic enough package, however, there needs to be an increase to the 2 tracking categories.

    The current system does not lend any hand to a company that is growing rapidly. Your competitors have several/unlimited tracking categories. Like others, we may have to reconsider our options in this regard.

    Please look into this.

  • Julia Lungren commented  ·   ·  Report

    This would make a big difference for the layers we track in our company!

  • Andrijana Draginic commented  ·   ·  Report

    Hi, hope this problem can be solved soon. We also need more than 2 categories, and more than 100 tracking options per category.

  • Rob Hughes commented  ·   ·  Report

    At this point it's absolutely shocking that there is a limit of 2. Sage provide unlimited tracking categories, and a subscription is half the price. Rapidly reaching the point where Xero simply isn't useful for us anymore, and we may have to take the plunge of re-training everyone to use Sage instead.

  • Rakesh Bhardwaj commented  ·   ·  Report

    It seems, there is no plan for this from XERO Team. How others are managing currently more than 2 categories? It may help others in this group. Any creative idea or we end up using manual tracking on excels or external tools?

  • Rakesh Bhardwaj commented  ·   ·  Report

    I think, it's critical business requirement and we should look into it. I am looking forward to have this asap

1 2 3 5 7