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Add tracking categories to Smart Capture / Xero Files

Please add tracking categories to the Smart Capture / Files review screen.

At the moment, you cannot properly code a transaction if you cannot add the tracking category at the same time as the account and VAT.

For many Xero users, tracking is not optional. It is essential for property-by-property accounts, department reporting, branch or location reporting, project or fund reporting, cost centre reporting and meaningful management accounts.

Without tracking categories at the data capture stage, Smart Capture is only doing half the job. We still have to post the bill, open it again, add the tracking, and then check reporting later. That defeats the point of automated bill capture.

This should not need to be complicated. Even a simple manual dropdown in the capture screen using the existing Xero tracking categories would be a huge improvement. Supplier rules or smart suggestions could come later.

Dext and Hubdoc already allow tracking categories to be handled as part of document processing and publishing, so this is a clear gap in Xero’s own workflow.

Xero Smart Capture tracking categories
Xero Files tracking categories
add tracking to uploaded bills
tracking category on receipts
Xero bill capture tracking
Smart Capture missing tracking

Tracking categories need to be captured when the document is reviewed, not fixed afterwards.