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.
-
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.
-
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.
-
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
-
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?
-
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.
-
Miko Hoo
commented
Please kindly help to enhance this tracking categories
-
Miko Hoo
commented
Please kindly help to enhance this tracking categories
-
Miko Hoo
commented
Please kindly help to enhance this tracking categories
-
Bruno Wilhelm
commented
I woukld like to fully support this request and double down on what Priscila mentiones in her comment.
In Xero there are only 2 possible tracking options, which is already not enough. But now with e-invoicng in Malaysia in place, this is already using one tracker. So we have now only one criteria we can track.
Tracking Sales by category (country, region, type of product/service, sales manager, ....) is FUNDAMENTAL and VERY important to be able to analyse the business and take the right actions to grow it.Any advanced AI tools to analyse the business are useless if we can not first sort out the basics which can then be used by AI anaysis to extract value.
There should be at least 10 different flag options.
If there are not more Tracking options avaiable soon, then this would be a reason for us to change the accounting software.
I believe it would be very easy to implement addtional tracking options as it is not a new feature. You only need to increase the amount of tracking options.
Hope you can look into this URGENTLY.
Thank you very much and kind regards
Bruno
-
Derek Froese
commented
In addition to my previously mentioned tagging suggestions, others that have come to mind include:
"Needs Receipt"
"Re-categorize"
"Submit to X Grant Program"
"Expense to Client Y" -
Priscila Anand
commented
PLEASE Increase maximum number of active tracking categories and tracking options.
In Malaysia, for E-invoice, the Invoici portal need tracking category for the XERO integration with LHDN portal.
I hope you will understand the urgency.
Please enable more than 2 active category.
-
Traci Fricker
commented
We would find sub categories helpful for the likes of specific projects and events
-
Sabeeya Anaz
commented
For Community Housing providers, utility expenses such as water, gas, and electricity must be separated into usage and non-usage components. Non-usage items include supply charges, energy accounting, feed-in tariffs, sewage, parks, drainage, and the NFP rebate. This breakdown allows us to charge tenants only for the usage component which is Residential Tenancies Act (RTA) compliance requirement.
Having at least ten active tracking categories, rather than just two active categories with 500 options, would be a significant improvement and support accurate cost allocation. Could you please expedite this request as this Residential Tenancies Act (RTA) compliance requirement.
-
alblim ubtel
commented
Increasing the maximum number of active tracking categories and options can significantly enhance business insights, especially when managing complex sales cycles. Currently, having only two fields limits the ability to track multiple key elements such as a referring business, partner account manager, salesperson, and client account manager simultaneously. Expanding these fields would allow more detailed calculations of revenue sources, performance metrics, and overall business efficiency. For instance, just as a comprehensive resource like Burger King Menu Prices Canada https://burgerkingmenupricescanada.com/ provides detailed information on various menu items in one place, more tracking categories would centralize and clarify all revenue and sales data for better decision-making.
-
albex ulpoer
commented
Increasing the maximum number of active tracking categories and tracking options is essential for businesses that manage complex sales processes, as the current limit of only two category fields is insufficient for detailed performance analysis and reporting. Organizations often need to track multiple dimensions such as referring business, partner account manager, salesperson, and client account manager simultaneously, which cannot be done effectively with the existing restriction. Expanding category fields would allow better tracking of revenue generation, identification of high-performing sources, and more accurate decision-making, much like how structured categorization helps in understanding diverse social systems, for example as explained in this article on Pakistan’s national culture: https://www.howtests.com/articles/pakistans-national-culture-unity-amidst-diversity , where multiple factors are analyzed together to present a complete picture.
-
Derek Froese
commented
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
-
Derek Froese
commented
@Paul or @Kelly Can you rename this "Transaction Tagging System" for simplicity and clarity? In retrospect, my title was dumb.
-
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.