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.
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.
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Amina Sha
commented
A must have feature in the Contruction industry
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Kris Durman
commented
Having 3 levels will certainly assist
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zoya khan
commented
Nice.....thanks for this https://atdoorstep.ae/dubai/handyman
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Kevin Broadbent
commented
having just started in a charity that needs more than 2 tracking categories, I have seen that they are resorting to changing their chart of accounts instead. Would have been a lot easier to use all 4 (or at least 3).
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Rebecca Parsons
commented
It doesn't appear that Xero aren't reading these comments but it's clear so many of our businesses, across many different industries, desperately require more tracking categories.
It may be best to keep logging support calls to Xero. The more we contact them about this issue, the more likely they may start to understand how critical it is that additional tracking categories are made available asap. The 2 active categories (4 total categories) is not sufficient. -
Nandita Price
commented
Hello! We need more tracking options - 2 categories are okay for us atm but more importantly we need more than 100 options as we do 50 jobs/ month and need to view at least about 200 entries in one category.
Please help!!!
Thank you.
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Liz Whyte
commented
A limit of 2 tracking categories is not sufficient for efficient Management Account reporting - Ok for a sole trader or small business with simply operations. To be competitive you need to match tracking availability with other software providers. This is a huge downfall of Xero. I am having to generate a larger chart of accounts to accommodate the Cost Centres and Departments for reporting
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James Ridout
commented
employee category should at least be separate to income categories
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Derek Froese
commented
This is the 10th most popular non-rejected idea right now in all categories.
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Lisa Diaz
commented
How many votes do you require to proceed with this?
Additional tracking will certainly benefit our business.
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Derek Froese
commented
Reposting my idea that was attached to this one for visibility:
Transaction Tagging System.
Instead of the simplistic Tracking Categories which only allows a two categories to be applied to a transaction, Xero should have a tagging system, where custom tags can be applied to any transaction in any quantity.
This system could replace Tracking Categories by using a format like "Location:HQ", "Location:Branch", and have custom tags like
"SDE" (Shareholder Discretionary Earnings)
"PST:Reimburse" (for taxes that can be refunded from the government at the end of the year)
"Review Needed"
"Approval Needed"
"Accountant Review"
"Needs Receipt"
"Re-categorize"
"Submit to X Grant Program"
"Expense to Client Y"Bonus points ff the tags can be applied to any object in Xero - Invoices, Transactions, Customers, Files, etc.
This system could also be used to kick-off automation in other systems through the API connection.
Apply a tag of "print in HQ", and a receipt for the transaction gets printed in an office.
"Invoice Client", and the transaction is added as an expense to the next invoice that gets sent to the client.
"Needs Approval" and an email fires to the approver with a link to the transaction
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Jacquelene Naude
commented
This would definitely improve our reporting. I require tracking for Areas, projects and would like to add the source of billing as we have multiple systems integrating/manually imported into Xero but I can't add another tracking with this restriction on two categories only. This will make reporting quicker and easier, when checking completeness of income from multiple data sources.
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Lisa Catterall
commented
Please look to add additional tracking categories, this will help us to avoid an unnecessarily large General Ledger structure to deal with this and the need to track outside of Xero with excel spreadsheets.
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Glenda Shore - Carter & Associates
commented
Being able to have more than 2 tracking categories is vital to our client NFP organisation reporting under the new Tier 3 reporting requirements. They already track by cost centre & region, and are having to look at making major changes to their Chart of Accounts, to meet the requirements of the new standard as well continue to produce the normal reports the Board wants.
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Rebecca Parsons
commented
Xero Support / Admin, has there been any further review of this request regarding tracking categories? It is clear this is a really important flaw of Xero that requires resolution and based on my own dealings with support, it very much feels as though Xero is either not listening to its customers or, is choosing to ignore such a widely requested fix.
Many businesses across various industries are clearly in dire need of additional tracking categories for financial reporting. It is not unreasonable to expect that this is a relatively 'easy fix' as the work is already done with the availability of 4 tracking categories currently in place.
Could Xero or a Xero representative please provide a response other than 'here's a link to suggest your request on our community board'. Perhaps you could advise how many votes are needed for our request to be taken seriously so we can work together to advocate this requirement further.
Thank you.
Rebecca. -
Dave Quested
commented
We would like to track location, channel and product category. Limitation of 2 means this is not possible. Would be great to increase to at least 4.
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Sarah Colegrove
commented
We track 30-40 jobs per year and then use P&L Reports to analyse profitability of each job. Now I've come to the maximum and can't add another category for 2026, nor can I even delete an older category so only the maximum of four remain. My only option now is to start adding all our 2026 jobs under 2025, creating much more work every time I do even weekly reports. It shouldn't be too big an ask to allow more categories or for the archived categories to be dormant and not included in the maximum number. This is critical to our business and I'm sure it would be for many others. Whether this gets actioned or not should not depend on a community vote! Most users would never find this page and even know they could vote. Even when I've asked your Xero Support people specifically about what I can to address this issue nothing was even mentioned about a vote. Measuring the level of interest behind a certain change by this voting system will guarantee a low level of participation and will give a very distorted (under reported) response. An email to all users asking for their feedback would give you a much more accurate response.
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Bruno Wilhelm
commented
Hi Xero Team,
Is there any feedback on the requirements of addtional tracking criteria?
From the different comments it is clearly visible that this is a very critical feature that requires implement ASAP.For us it is critical to run our business and if we don't know if this will soon be implemented, we have to change our accounting software, even if we love XERO for the rest.
Having enough tracking options is just too fundamental to run a business and to have visibility of what's going on.
Truly hope to get a feedback soon.
Thank you very much for your support.Bruno
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Thuy Anh Tran
commented
Our Group has at least 10 entities using Xero. But our report needs to split down to departments, type of expense billable/unbillable, Project code, Quote ID when tracking expenses. But the tracking categories just limits not more than 2 active custom fields. Could Xero can improve this ASAP?
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Joey Hoong
commented
PLEASE INCREASED MAXIMUM NUMBER OF TRACKING CATEGORIES AND TRACKING OPTIONS!!!
The current maximum number is not enough to fulfill company operation requirement.
Please enhance this feature as soon as possible.