Projects & tracking

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1. Fix the dark & light colour coding on the 'cash in and cash out' section of the dashboard.

   The light and dark blue coding on the dashboard for 'cash in and cash out' is switched. It is extremely confusing. At first sight, cash in is in light blue, cash out is in dark blue but when you click on the columns to see the amount it is the other way around. This is basic visual communication.

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   0 comments  ·  Tracking categories  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

2. When using Xero for a multi-entity organisation, tracking categories are essential for identifying which entity each transaction belongs to.

   When using Xero for a multi-entity organisation, tracking categories are essential for identifying which entity each transaction belongs to.
   At present, opening/conversion balances entered at the conversion date appear as Unassigned in tracking reports, and there is no simple way to assign tracking categories to those balances.
   This creates a recurring problem because the Unassigned tracking report is then cluttered with historical conversion balances, making it harder to identify genuinely uncoded transactions after the migration date.
   In my case, I have approximately 73 opening balance entries dated 30 June 2026 across multiple entities. All post-conversion transactions are correctly tracked, but the opening balances continue to appear as Unassigned.
   I would like Xero to add one or more of the following:
   - Allow a tracking category to be assigned directly to conversion balances.
   - Allow bulk assignment of tracking categories to conversion balances.
   - Allow conversion balances to be excluded from the Unassigned tracking report.
   - Provide a report filter to show only unassigned transactions after the conversion date.
   - Allow bank, GST/tax, Accounts Receivable and Accounts Payable conversion balances to carry tracking categories where appropriate.
   This would make the Unassigned tracking report far more useful as an ongoing control for businesses using tracking categories to manage multiple entities, divisions or cost centres.
   Business benefit:
   Users could reliably use the Unassigned report to identify new coding errors without having to repeatedly exclude historical opening balances from every review.

   When using Xero for a multi-entity organisation, tracking categories are essential for identifying which entity each transaction belongs to.
   At present, opening/conversion balances entered at the conversion date appear as Unassigned in tracking reports, and there is no simple way to assign tracking categories to those balances.
   This creates a recurring problem because the Unassigned tracking report is then cluttered with historical conversion balances, making it harder to identify genuinely uncoded transactions after the migration date.
   In my case, I have approximately 73 opening balance entries dated 30 June 2026 across multiple entities. All post-conversion transactions are correctly tracked, but… more

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   0 comments  ·  Tracking categories  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂