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4 results found

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

    31 votes

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    6 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

    10 votes

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    submitted  ·  5 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)

    105 votes

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    submitted  ·  37 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Christine Garrett supported this idea  · 

  4. Tracking Categories - Make tracking mandatory

    6 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Christine Garrett shared this idea  ·