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
Hi everyone, thank you for sharing how the current tracking limits impact your reporting and tracking of different aspects of your business and processes. We know this is an important capability.
We’re exploring how we might tackle the needs in this idea and enhance Tracking Categories for the future.
While we can't commit to developments at this stage, we want you to know we hear the support and feedback from our community on this.
We’ll provide another update as the direction for this feature becomes clearer.
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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.