Conversion Balances - Add Tracking options
Allow tracking options to be entered against all account codes for conversion balances. For existing businesses that use tracking and wish to migrate to Xero with opening balances, this is an important feature.
Jo Larice
shared this idea
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Carol Hull
commented
Please make tracking categories available in the conversion balances area as this would save a lot of time setting up clients.
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Juan Cifuentes
commented
It does not allow loading accounts including “categories”.
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Jacques du Preez
commented
Please make Tracking Categories available for importing or manually entering of Conversion Balances
I have clients with segmented reporting and they require their balance sheet items shown correctly on reports, and not just the income statement movements.
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Justyna Stankiewicz
commented
It is a critical feature for client using tracking reports.
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Justyna Stankiewicz
commented
It is essential to be able to track opening/conversion balances when transferring existing organisation to XERO. Also we should be able to track balance sheet items including bank balances 100&.