Settings and activity
9 results found
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40 votes
C. Basira Kroll
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7 votes
An error occurred while saving the comment C. Basira Kroll
shared this idea
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29 votesC. Basira Kroll
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77 votesC. Basira Kroll
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225 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.
An error occurred while saving the comment C. Basira Kroll
commented
As well, we need a report that is cash basis and can have number of items sold, revenue totals and a tracking category
C. Basira Kroll
supported this idea
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79 votes
Appreciate the interest in being able to set default tracking options against inventory items.
While this isn't possible at an item level atm, it might be useful to some here knowing that you can set default tracking for your contacts.
To be open we don't have any immediate plans for extending default tracking set up against items, however we'll keep a pulse on the interest here and if there are any plans made we'll be sure to let you know.
C. Basira Kroll
supported this idea
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19 votes
An error occurred while saving the comment C. Basira Kroll
commented
Please allow the manual journal entries to come in as tax inclusive, right now every single entry imported has to be changed to be tax inclusive.
C. Basira Kroll
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38 votesC. Basira Kroll
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89 votes
An error occurred while saving the comment C. Basira Kroll
commented
I would like to keep the description that comes with the bank feed in the description part of the entry!
C. Basira Kroll
supported this idea
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We need a report that is cash basis and can have number of items sold during a time period. This report also needs revenue totals and allow a tracking category. Essentially this is to produce a report to determine Royalties that are due on some products that are sold. We are using tracking category for royalty sales.