Settings and activity
43 results found
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44 votes
Hi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category.
The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run.
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Timea Hoskins
supported this idea
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96 votes
An error occurred while saving the comment Timea Hoskins
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As Craig and Yasmin have said the ability to filter by tracking categories is essential to speeding up so may processes but in particular with regards to bank reconciliations. We have a client who has 3 entities in her Xero programme, all using the same suppliers with the same billing amounts for each entity in a lot of cases - this enhancement would be a life saver - no exaggeration! ;)
Timea Hoskins
supported this idea
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49 votes
An error occurred while saving the comment Timea Hoskins
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Also would be good if tracking categories was part of this filter. Where tracking categories are used for example as trading entities it will help to ensure the correct invoice is reconciled if suppliers invoice for multiple entities.
Timea Hoskins
supported this idea
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We have a client who has 3 entities in one Xero company - transactions are identified by tracking categories. To be able to allocate the VAT return per tracking category would be amazing, at the moment this is a very time consuming clunky manual process. Not to mention reconcile bank transactions with a tracking category filter...Thanks.