Tracking Categories - Increase maximum number of active tracking categories and tracking options
More Tracking Categories Fields: please would you consider increasing the number of Category fields? Currently there's only 2 fields and in a situation where you want to track complex sales cycles and sources, this is not sufficient.
For example - tracking a referring business, a partner account manager, a salesperson and a client account manger.
Having categories allows to perform calculations of revenue generated, its sources etc.
Nuno Bastos
shared this idea
Thanks for sharing your idea, Nuno, and for letting us know the changes that matter most for you.
We've reviewed your idea to increase tracking categories and tracking options, and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
-
munix aheld
commented
Number of tracking category fields beyond two would let you track referring businesses, salespeople, partners, and clients all at once, making revenue insights and source analysis much easier—just like how https://www.lilymaids.ae/office-cleaning/ organizes complex data for clear, actionable results.
-
Barbara Atkins
commented
This is a NEED not a nice-to-have "want". As a Not For Profit, it is essentially a legal requirement to have 3.
- Funding Source
- Restriction Type
- Program / Cost CentreIt is mind blowing that in 2025 Xero is increasing the prices but still only limited to 2 tracking categories.
It would cost Xero virtually nothing to add this required function and allow NFP to operate with true compliance.
-
viller blender
commented
Increasing the number of tracking category fields beyond two would let you track referring businesses, salespeople, partners, and clients all at once, making revenue insights and source analysis much easier—just like how Sportzfy https://app-sportzfy.com/ organizes complex data for clear, actionable results.
-
Neil Shah
commented
Need more tracking categories and active ones at that to do multi dimensional and segment reporting. 2 active tracking categories is insufficient. At least 5 active and having at least 500 options underneath each category would be great for costing and other purposes.