Skip to content
← Share and support customer ideas for Xero

Projects & tracking

Customer ideas for Xero projects and tracking categories

Learn about the forums, how to contribute and create a good idea on Xero Central

Projects & tracking

Categories

(thinking…)

Enter your idea

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

2 results found

  1. 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.

    25 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    10 comments  ·  Tracking categories  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminHaroon Subhani (Admin, Xero) responded

    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.

  2. Tracking Categories - Bank Feed Rules

    We use location codes to sperate our transactions by site or (cost centre). I tried to create a bank rule to allow the transaction to be dynamically allocated to an individual location, depending on the location appearing in the transaction description.

    I have been told that this does not currently exist.

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Tracking categories  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Hi Peter, thanks for sharing this idea about having the option for setting tracking categories in bank feed rules. This idea is now in Gaining Support status, which means it's open for the community to show their support through votes and comments. We encourage others who would find this useful to add their votes and share how they'd use this functionality. We'll keep an eye on the feedback and engagement this receives.


  • Don't see your idea?