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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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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.

We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors. 

While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own). 

We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially needs work under the hood to enable new functionality like you're asking, and this isn't in our plans for the time being. 

We sincerely thank you for your feedback, and will continue to track how the votes on this idea trend. If there are any updates to share we will let you know, here. 

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  • Bruce Cowan commented  ·   ·  Report

    I would like to be able to relate an account number to a Cost Center. We have a number of accounts that are mostly always related to a Cost Center
    Currently means every line number in a transaction must be coded to a Cost Center
    We would also need the capability of altering a transaction to another Cost Center.

  • Solsoft Accounts commented  ·   ·  Report

    I really need this feature to avoid manual selection and potential errors

  • Rhiannon Scoltock commented  ·   ·  Report

    This would be very useful and greatly reduce manual inputs and potential errors in postings

  • Ella Maybury commented  ·   ·  Report

    This would be extremely helpful for us. Setting tracking defaults by contact does not work for us as sometimes different items purchased from one supplier have different tracking categories, which would require additional recoding.

  • Brendan Darcy commented  ·   ·  Report

    Im looking for exactly this feature, it would make tracking categories a much more useful tool

  • Andrea McKinnon commented  ·   ·  Report

    I have several clients that would use this if it was a feature in Xero. It would save so much time rather than using the find and recode option

  • David Tobin commented  ·   ·  Report

    I fully support this suggestion. This will make it much easier to have accurate Profit Centre reporting (where the Chart Of Accounts codes are unique within each Profit Centre).

  • Suzanne Ross commented  ·   ·  Report

    I also want to be able to automatically link tracking categories to particular account codes to avoid extra manual work and possible errors. It would save us lots of time

  • Robyn Bruce-Mullins commented  ·   ·  Report

    I would like to assign a tracking code to an account code to avoid having to manually edit every invoice imported from a plug in (in this case Cliniko). Imported volumes are large and it would be so much easier if it was automated.

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