Chart of Accounts - Assign a Tracking category
Automatically assign a tracking category to a chart of account code, so when costs are billed against the account code, it also automatically assigns those costs to a default tracking category
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Gary Somerville commented
this would make a significant difference to us.
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Justin Lillecrapp commented
This is essential for reporting purposes for several clients. If we could assign a tracking category to accounts would be a huge time saver.
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Jamie Loeb commented
Currently the only way to add Class is on each transaction. It would be better to have Class as a field in the Chart of Accounts. That way when adding an account we can assign a class. This will allow one person to enter class and not have to worry that someone errs when entering a deposit or invoice (sale or purchase)
That will allow Xero to run a sub-P&L's using the Class on an account level and not transaction level.
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VIKKI COULING commented
This would also be useful in projects, we have four different types of projects and apart from the project name no other fields to assign more information or categories
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Tess Brough commented
This would save us and our clients so much time when doing Bank Rec
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Sharon Nolan commented
Essential for efficient financial reporting, including forecasting, budgeting and actual reports.
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Stephen Holloway commented
This is important to assist in our process
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Alfredo Demo commented
.