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Hi Kelly,
Just to clarify, the original idea which I raised wasn't based on wanting to actually view more than 100 tracking categories at any one point in time. It was about at least having the option to generate the job-by-job based comparison report as we are currently able to do on the "old" P&L report. For me, I will only have to actually view around 50 tracking categories at any one point in time, but because in my tracking categories I have more than 100 jobs accumulated, the option to generate the report doesn't show up at all in the Common Formats section. Being able to view up to 200 jobs is obviously a great bonus. Look forward to your feedback on this.

It's good to know this is being looked at - thank you - do you have any idea of the timescale ? Also, will the limit, whatever it is, apply to all options for a tracking category, or just those active in a period - i.e. if you run a P&L for a period and, say, 180 cost centres have transactions for that period, will it work, or does the overall total have to be below 200 ?

Thanks Kelly for the update. It's disappointing that the number of tracking categories is not higher as 200 seems to be a rather small number still. We are still going to have to use Calxa for our four companies as we have 300 tracking categories in each, something that was part of Xero will now cost the best part of 3k a year. I can see the point regarding performance, however, we have well over 300 categories at the moment and while I’ll admit it’s a little slow it’s not a problem for us and surely performance would only be affected for those of us who use over 200 tracking categories. Poor performance would be better than no performance.

Hi Danella Smyth,

We currently are using Syft. - https://www.syftanalytics.com/

Connects directly to Xero and offer 0 limitation on the number of items when running P&L reports on Tracking Categories.

It is not perfect as it requires a bit of management to ensure your reports stay current but over all it is very user friendly.

A big thank you to the Xero Team!

This is hugely appreciated.

If anyone finds any add-on solutions to this issue, please add here.
We don't need to track time so Xero Projects is not a solution for us. We only need to allocate a tracking code to revenue and cost items for reporting capabilities but we have over 100 tracking codes.

I'm looking at Sage or QuickBooks, we first raised this with Xero months ago, and it's obviously crucial for others too.... various emails and Zoom calls later they still insist on treating it as a 'development request' rather than a request not to reduce functionality.... if something so basic isn't possible, it's not really an accounting system, is it ?? It's just old-style A3 analysis sheets, on a computer !

Argh Xero why are you removing a feature and not improving the features!! We rely heavily on job tracking categories in our business and the ability to use the P&L report for all job categories (over 100) and also analyse any revenue/costing without a job tracking category to ensure we have capture under the job. You have removed this feature from the P&L for each individual job and have not provided another report to replace this feature. We will need to look at other accounting software who can provide this feature for us as we can not operate without this reporting capability as you have now increased our manual reporting required for external parties.

It is very crucial for our company to run Profit & Loss report with more than 100 tracking categories. You are taking away a great feature, it is a step back from Xero.

Agree with Peter, the cost code limit needs to be increased to atleast 200. If it remains at the proposed 100 we will need to find an alternative accounting package.

This should totally be an option - the reporting on xero needs a lot of work! I spend far too much time trying to report and trying to find work arounds

I am looking at using Flex Financial, Calxa, or Wink to create a customer P&L by tracking category the same as what Xero can currently produce. If anyone comes up with any other solutions or has any other ideas it would be great to hear these?

This is essential for me. I don't understand why Xero has been downgraded. I need this fixed asap please.

We can operate perfectly with the current reporting but will not be able to operate with only 100 tracking options we need 300 in each of our four companies. Limiting the tracking to 100 is a massive problem for us.

The new P&L report should remove this criteria of ‘< 100 categories’ and leave it “open” as it was before. Old P&L report allowed this. We have more and more client tracking category in the future, it will be easier for us to run all and any clients individually (compare).

Under the current reporting we can have over 100 active tracking options, however, with the new reporting we are limited to 100 per tracking category. This is an issue for us as we currently and need to have about 300 active tracking categories. You are effectively taking away a feature? I understand the reasoning is performance due to the volume of data, however, this is currently working under the old reporting. I also assume any performance issues would be limited to those business who need or choose to have over 100 active tracking options. I assume some other businesses maybe in a similar situation and 100 active options seems to be a relatively small amount of data.

I hope Xero takes note and rectifies this issue because it really is a hinderance not having unlimited categories to run the report from. If they can't do this, then there is no need to get rid of the old reports, they need to adapt them to whatever changes they are making so that they are up to date and still continue to function as they should.

Please increase the limit of tracking category items allowed in order for the compare function to work on the new P&L report.

The New report will not show the option if there is over 100 active items in a single Tracking category - the old report has no issue with this. Because of this the the New P&L is no longer useful to those that used it in addition to the Projects add-on. The exist Project Financial report only shows a summary and not a breakdown by accounts so is not a true representation of Profit and Loss.

If this is not corrected soon either by increasing the number of allowable Active items in a tracking category or by modifying/creating a new project report that links to the chart of Account we will need to switch to QuickBooks online which offers unlimited classes (their version of tracking categories).

On a side note it seems like a missed opportunity for XERO to not offer premium features/services at a higher license cost for those who need them similar to what QuickBooks Online (Canada) does.

With the recent announcement of the retirement of "Old Reports" our organization has identified a major issue which will render XERO un-usable for our organization and I suspect many others.

Currently, our organization uses Xero Project, however the level of detail in the Project Financial Report limits the data to a summary of all Revenue Accounts and Expense Accounts with no way to get a breakdown by the various revenue accounts by project (some fees and others cost recovery) via the chart of accounts. We have been able to work around this by adding a "Projects" Tracking Category", not ideal but has worked as the old P&L report provided the detail needed to complete monthly statements and truly represents Agency Fee revenue vs. cost recover revenue.

The issue has surfaced with the "New" P&L which enforces a limit of 100 items in a tracking category. Any more than 100 and the Tracking Category "Compare" option is not visible in the new report. While removing the limit of 100 items in order for the new P&L report would work in theory, we recognize it is not the ideal solution. Therefore, a report or a modified report of the Project Financial Report which provides a true P&L by project based on specific dates and per the chart of accounts in desperately needed.

We have looked a number of options both within XERO and Workflow Max and neither software is capable of providing this report to date without the use of the old P&L report with a tracking category.

Unfortunately, if this is not remedied before the July deadline for old reports we will need to abandon XERO and find an alternate provider.

XERO PLEASE HELP!

Can anyone assist, I have been sing projects to single out profitability on each individual job - but I have to budget what the costs would be.
Is there a function where I can allocate actual sales and receivable invoices to show an accurate profit/loss per job. It would be very helpful to have this.
Thank you in advance