Xero have never enabled or set up SUB Accounts. It is a feature MOST needed by many clients.
Please provide a workaround. You make the option of 'Categories' available as a quasi tool. ( I know about grouping also)
HOWEVER it is a tricky business trying to categorise every transaction and not miss this step. Especially by other users.
OPTION for Better Use of CATEGORIES
When setting up an Account in the 'Chart of Accounts' Could Xero enable a feature to set a Category option here - so no matter who is working on the file - The Account used could be set up to include a set category option pulling through to the account code at invoicing, billing, Spend Money etc.
This would enable a sure fire better option to have a closer more doable reporting system for splitting the account income and expenses for those who trully need it.
Then The user can rely on the choosing of the account code, and this will be linked to the correct categories of various income and expenses which could be created linked by categories from conception. This would work much better.
Clover Melville
supported this idea
·
Xero have never enabled or set up SUB Accounts. It is a feature MOST needed by many clients.
Please provide a workaround. You make the option of 'Categories' available as a quasi tool. ( I know about grouping also)
HOWEVER it is a tricky business trying to categorise every transaction and not miss this step. Especially by other users.
OPTION for Better Use of CATEGORIES
When setting up an Account in the 'Chart of Accounts' Could Xero enable a feature to set a Category option here - so no matter who is working on the file - The Account used could be set up to include a set category option pulling through to the account code at invoicing, billing, Spend Money etc.
This would enable a sure fire better option to have a closer more doable reporting system for splitting the account income and expenses for those who trully need it.
Then The user can rely on the choosing of the account code, and this will be linked to the correct categories of various income and expenses which could be created linked by categories from conception. This would work much better.