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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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Kerry Harben shared this idea  ·   ·  Report…  ·  Admin →
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  • Justin Lillecrapp commented  ·   ·  Report

    This is essential for reporting purposes for several clients. If we could assign a tracking category to accounts would be a huge time saver.

  • Jamie Loeb commented  ·   ·  Report

    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.

  • VIKKI COULING commented  ·   ·  Report

    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

  • Tess Brough commented  ·   ·  Report

    This would save us and our clients so much time when doing Bank Rec

  • Sharon Nolan commented  ·   ·  Report

    Essential for efficient financial reporting, including forecasting, budgeting and actual reports.