Projects & tracking

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1. Tracking category's

   We recently tested the different user access options and every single one of them can add new tracking category's (obviously excluding read only).
   1. We need to be able to limit who can add category's
   2. There is no way to see who has added a category and when in the history reports or notes

   When running reports the system only allows 200 categorys but realistically cannot have more than 100 to 150 without crashing
   1. when choosing the categories for a report you have to manually tick each box (so between 0 to 200 boxes ticked manually) which is extremely time consuming
   2. Even when you save custom reports where you have set up reports over ranges it wont automatically add a new category that has been added that would fit in the range so you have to check through them to see
   3. There is no way to see what category's have had entrys in a certain period other than running profit and loss or transaction reports, there should be some sort of report to run a list of category's with no entry's over a certain period, as well as a list of categorys that have never been used.
   4. Archiving tracking categorys is a disaster as you have to choos ethem indiviually it then takes you to the archive page so you can to go back to the list of category's and scroll all the way down to find the next category. There should be a search option and a bulk option where you tick multiple category's to archive at once, or an option to tell teh system to archive tracking category's with no transactions going back a certain period.
   5. There should be an option to run a gross profit report where you can exclude expenses that are direct costs for tracking category's
   6. You need to be able to limit what category's can be used on certain ledger items, eg expenses can only have a limited number of category's and direct costs can only have a limited number of category's (eg in our case we do projects and we don't want a certain range of category's used in the project gross profit.
   7. There needs to be an option to make picking tracking category's mandatory

   We recently tested the different user access options and every single one of them can add new tracking category's (obviously excluding read only).
   1. We need to be able to limit who can add category's
   2. There is no way to see who has added a category and when in the history reports or notes

   When running reports the system only allows 200 categorys but realistically cannot have more than 100 to 150 without crashing
   1. when choosing the categories for a report you have to manually tick each box (so between 0 to 200 boxes ticked manually) which is… more

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   0 comments  ·  Tracking categories  ·  delete…  ·  Admin →
   Feedback  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Tammy, while we appreciate your feedback and can see how you the points you've raised could improve your businesses use of Tracking, these really need to be broken into separate ideas here in the forum for other members to vote on and our product teams to consider in isolation of the change that's being asked.

   We welcome you to vote on existing ideas that cover the points you've raised, or create new ones for each that we can get a better sense of the community interest in here.