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
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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
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Derek Froese
commented
@Paul or @Kelly Can you rename this "Transaction Tagging System" for simplicity and clarity? In retrospect, my title was dumb.
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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.
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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.
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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.
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Derek Froese
commented
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", etc.
Bonus points ff the tags can be applied to any object in Xero - Invoices, Transactions, Customers, Files, etc.
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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.