Skip to content
← Share and support customer ideas for Xero

Settings and activity

4 results found

  1. Tracking - "Add another option" at top of page

    6 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  ·  0 comments  ·  Projects & tracking » Tracking categories  ·  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
    Justine Challen shared this idea  · 

  2. Invoices - Ability to bulk add and delete tracking on invoices

    92 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

    26 comments  ·  Invoices & quotes » Invoicing  ·  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
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you to everyone that's supported and highlighted how this feature would improve your workflows when invoicing in Xero.

    I'm pleased to share that we are in the midst of developing the ability to update multiple cells of your invoice through drag and drop, or using keyboard navigation.

    Once available, (like asked here) you'll be able to drag and drop tracking selected from one row to other rows of your invoice 😁

    I'll come back to confirm once this is made available to you all!

    Justine Challen supported this idea  · 

  3. Chart of Accounts - Assign a Tracking category

    184 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

    32 comments  ·  Banking & chart of accounts » Chart of Accounts  ·  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
    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.

    We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors. 

    While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own). 

    We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially…

    Justine Challen supported this idea  · 

  4. Tracking - Increase tracking options limit

    55 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  ·  12 comments  ·  Projects & tracking » Tracking categories  ·  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
    Justine Challen commented  · 

    The tracking categories in Xero are restrictive. Only being able to have to active tracking codes and then be limited to the amount that can be addted to each active tracking column is non-productive and frustrating. We use tracking to be able to do a P + L for each job. We have 1000 jobs per year.
    Prior to Xero, we were using quickbooks. We are able to track without being restricted and it was an easier search function, with one click of a button.
    Why is Xero restricting its customers when the customers are the ones that pay to use the platform?

    Justine Challen supported this idea  ·