Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

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

    40 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    7 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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. 

    Dale McGuire supported this idea  · 

  2. Tracking - Ability to bulk Archive categories

    108 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  49 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Dale McGuire commented  · 

    Please make the process of archiving tracking categories less time consuming and tedious. A function where we are able to tick ALL of the tracking categories we want to archive at once and press a button is needed. The notification about being deleted verse being archived could still pop up with an accept step.

    Dale McGuire supported this idea  ·