Settings and activity
7 results found
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307 votes
Hi everyone, thank you for sharing how the current tracking limits impact your reporting and tracking of different aspects of your business and processes. We know this is an important capability.
We’re exploring how we might tackle the needs in this idea and enhance Tracking Categories for the future.
While we can't commit to developments at this stage, we want you to know we hear the support and feedback from our community on this.
We’ll provide another update as the direction for this feature becomes clearer.
An error occurred while saving the comment 
Sabeeya Anaz
supported this idea
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296 votes
Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.
Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned.
Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here.
Sabeeya Anaz
supported this idea
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116 votesSabeeya Anaz
supported this idea
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142 votes
An error occurred while saving the comment Sabeeya Anaz
commented
Cash Flow (Indirect) reporting is essential for three-way financial reporting and planning. It forms a key report of monthly management reporting and year-end compliance submissions. Without this functionality, Xero cannot be regarded as a comprehensive accounting and financial management system. It's been more than two years please expedite.
Sabeeya Anaz
supported this idea
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74 votes
Hi everyone, thanks for your feedback regarding YTD line items on payslips. We understand that "Other previous earnings" groupings can cause confusion for some employees.
In Xero Payroll, any earnings that haven’t been included in the current pay but were paid previously in the financial year are grouped and shown as Other previous earnings.
While we don't have plans on our immediate roadmap to change this feature, we’ll keep voting open to track interest for the future. In the meantime, you can access a detailed pay item YTD breakdown via the Payroll Activity Details and Transaction Listing Details reports.
An error occurred while saving the comment Sabeeya Anaz
commented
The employee pay slip displays the Gross Year-to-Date (YTD) salary figure; however, the Net YTD salary figure is missing from individual employee pay slips.
Under the Salary and Wages components, the "Other Previous Earnings" section does not provide a breakdown of sick leave, public holidays, and other specific earnings. This lack of detail makes it challenging to explain to employees what these "Other Previous Earnings" include. -
6 votes
An error occurred while saving the comment Sabeeya Anaz
commented
In the custom Profit and Loss performance report, I would like to include notes for selected accounts and save them within the template. I attempted to add text in the notes column, but the field appears to be non-editable. I would like to add comments via notes for each income and expense item. However, if the comments are placed at the bottom of the report, it won't be clear which specific income or expense item they refer to Is there a way to make the notes column editable so that text can be added and saved within the template?
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253 votes
Thanks to everyone who's shared how a second reference field on bills would support supplier invoice numbers, purchase orders and job references. We appreciate the strong appetite for this improvement and the practical examples provided.
Some groundwork has already been completed, and while this isn’t in our immediate pipeline, it's high on the teams radar and something we would like to pick up.
Though we can't commit to development just yet, we’ll keep you updated here of any progression.
An error occurred while saving the comment Sabeeya Anaz
commented
While entering the Suppliers bills to pay, we would require one more reference box to add the purchase orders provided to the suppliers.
As these purchase orders are not raised from Xero but from another software, hence we would require this additional reference box in bills to pay screen.
I have attached the file showing where we would like to add the reference box, this will also reflect in the payable invoice details reports.
Saby
Sabeeya Anaz
supported this idea
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For Community Housing providers, utility expenses such as water, gas, and electricity must be separated into usage and non-usage components. Non-usage items include supply charges, energy accounting, feed-in tariffs, sewage, parks, drainage, and the NFP rebate. This breakdown allows us to charge tenants only for the usage component which is Residential Tenancies Act (RTA) compliance requirement.
Having at least ten active tracking categories, rather than just two active categories with 500 options, would be a significant improvement and support accurate cost allocation. Could you please expedite this request as this Residential Tenancies Act (RTA) compliance requirement.