Tracking category on Automatic fees from Payment services
There should be an option to add the Tracking categories in the automatic fees from the Payment services such as Paypal, Stripe, etc. This is a small update but can save a lot of time in EOM processes so we do not need to do Find and Recode at the month-end for these transactions.
Team Accounts
shared this idea
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Paul Janssen
commented
I wholeheartedly support this. I have to spend way too much time at EOM adding the tracking categories for Stripe Transactions. Some months I could have hundreds of such transactions and in my case, the stripe fees all belong to the same tracking categories. If this functionality could be enabled, it would save heaps of wasted time doing what Xero should already be able to do automatically.
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Rebecca Clark
commented
This is essential for me as lots of our invoices are assigned to different tracking codes so it's very time consuming to manually assign them. Will there be any actions on this Xero?
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Helen Mallett
commented
Would save time each month not having to create a journal to move the fees to the correct department.
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Richard Jarratt
commented
Will save a lot of time and possibility of error when posting Stripe fees to correct GL account and Department.
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Xero RJ Sanderson
commented
+1 on this, this will save a lot of time figuring out what department is the fee for.