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  1. Conversion Balances - Add Tracking options

    19 votes

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    8 comments  ·  Users & setup » Conversion balance  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate you sharing how being able to add tracking to conversion balances when setting up an organisation would be useful for reporting. We understand how helpful it'd be to keep historical balances out of your Unassigned tracking reports.

    We don’t have plans to add tracking directly to conversion balances at present, but we’ll continue gathering feedback on this idea.

    Right now, you could use a manual journal dated the day before your conversion date to reverse the balance and re-enter it split by tracking option.

    However, it is worth noting that bank, sales tax, accounts receivable and accounts payable balances can’t be included in manual journals.

    We'll share if there are any updates surrounding this here.

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    Alison Kershaw commented  · 

    My issue was tracking is unable to be added to conversion balances for Bank accounts & Term deposits. The result is that the balance sheet is always incorrect.

    Alison Kershaw supported this idea  ·