Export Accounting Data - Export data with tracking categories split into columns
Add an option to export accounting data with tracking categories split into separate lines instead of combined in one field.
This would make exports much easier to use in other software, reduce manual data cleanup, and support clients who need to import Xero data into reporting tools or different accounting systems.
Alice Campbell
shared this idea
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Datplan Services
commented
Hi Alice, separate columns would help keep the export usable for reporting. I would preserve one row per original transaction line, with each tracking category's name as a column heading and its selected option as the value.
The title mentions columns, while the description mentions separate lines. That distinction matters: repeating a £100 transaction line once for its department and once for its location could make a downstream sum show £200. Separate columns avoid that duplication.
It would also help to retain the transaction identifier and a line identifier where available, leave unassigned categories blank, and document any changes to column names. That would make repeated exports easier to reconcile and combine in Excel or a reporting model.
Scott (Datplan)