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

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Justine Challen shared this idea  · 

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

    59 votes

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    17 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, appreciate the interest in the idea here. 


    We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here. 


    We'd recommend having a try in the demo co. if this is a new tools for you. 🙂

    Justine Challen supported this idea  · 

  3. Chart of Accounts - Assign a Tracking category

    171 votes

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    30 comments  ·  For small businesses » Accounting features  ·  Admin →
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    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

    33 votes

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    submitted  ·  9 comments  ·  For small businesses » Accounting features  ·  Admin →
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    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  ·