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  1. Tracking Categories Report - Ability to print/download tracking categories

    40 votes

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    7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

    Christine Garrett supported this idea  · 

  2. Bank Transfer - Attach file/Split Transfer/Add Tracking/Amend

    15 votes

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    submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Christine Garrett shared this idea  · 

  3. Reconciliation - Edit bank account for bank transactions (spend, receive, transfer, or payment)

    115 votes

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    submitted  ·  43 comments  ·  For small businesses » Business features  ·  Admin →
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    Christine Garrett supported this idea  · 

  4. Tracking - Make mandatory / required

    196 votes

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    submitted  ·  76 comments  ·  For small businesses » Business features  ·  Admin →
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    Christine Garrett commented  · 

    Tracking codes - have the option to make Tracking code 1 or 2 mandatory (so when setting up the Tracking code - at the time of creation, the user can tick mandatory or optional). If mandatory is ticked, then whenever a transaction is created of any type coding to a non-balance sheet account, then the user will not be able to save the transaction unless the tracking code is completed. If optional is ticked, then the situation that happens now exists. This optional/mandatory option can be changed at any time.

    Christine Garrett supported this idea  ·