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232 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.
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David Leslie
supported this idea
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Maybe this is already a feature, and I'm missing it. But you should be able to have account groups on a custom P&L to show certain accounts filtered by certain tracking categories.
This way you can limit the number of accounts needed to present them properly on the P&L.
I'll give you an example, you have departments for a tracking category. Cost of Sales, Research and Development, Sales, Marketing, Admin.
Then on the P&L you want all expenses for all accounts that have the Cost of Sales tracking category to show in Cost of Sales, then in Research and Development, you want all accounts to show for the research and development tracking category, Sales and Marketing, etc.
You then want to display all the accounts and amounts in each section.
Otherwise if you have Salaries you'd need to make many different accounts for Salaries - Cost of Sales, Salaries - Marketing, etc. It makes the CoA too large when it can be done this way much more cleanly.