Settings and activity
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44 votes
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
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22 votesChristine Garrett
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151 votesChristine Garrett
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226 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 Christine Garrett
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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.