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Tracking Categories Report - Ability to print/download tracking categories

Tracking Categories Report - Please add the ability to print/download the tracking categories

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Angela Pruitt shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category. 

The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run. 

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  • Suzanne Robertson commented  ·   ·  Report

    I have clients that have tracking categories for each project they work on. It would be very valuable to just be able to print or create an excel file of the list of options available! In addition, the fact that I have to add new tracking categories to the Profit & Loss Report - each time we add one - is difficult without the list to ensure I have included all of them! What a pain!

  • Christine Mitchell commented  ·   ·  Report

    I agree competely with Mayur Shah "When re-organising Tracking Categories, its important to be able to download a list to work with".

    Particularly when you have archived categories as well. Just to provide a report with a simple list for live categories or archived categories, it can't be too difficult surely. Please could you get this sorted.

  • Mayur Shah commented  ·   ·  Report

    When re-organising Tracking Categories, its important to be able to download a list to work with

  • Tara Stevenson commented  ·   ·  Report

    FYI, the current ATO advice when asked how to set up STP in Xero correctly for multi-hiring purposes (STP requires a unique identifier for employees in these cases) is to change accounting software. Multi-hiring (same person hired in more than one role) is a normal practice in lots of workplaces.

  • Victoria Willington commented  ·   ·  Report

    Hi Kelly, thanks for the suggestion, but unfortunately the requirement to filter by account group means that this doesn't pick up all categories in the date range selected, so this doesn't solve the problem for me.

  • AdminKelly Munro (Community Manager, Xero) commented  ·   ·  Report

    @Timea, an organisation is intended for a single business so right now your client would need an organisation for each entity.
    We have a similar idea for this sort of functionality that I've linked below and you might be interested in adding your support for, too. 🙂
    - https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45150586-tax-ability-to-calculate-and-report-tax-for-mult

  • Timea Hoskins commented  ·   ·  Report

    We have a client who has 3 entities in one Xero company - transactions are identified by tracking categories. To be able to allocate the VAT return per tracking category would be amazing, at the moment this is a very time consuming clunky manual process. Not to mention reconcile bank transactions with a tracking category filter...Thanks.