Settings and activity
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208 votes
💫 Thanks everyone for sharing your feedback here and for continuing to support this idea.
We know the conversation on this has been building over time, and we really appreciate everyone who’s taken the time to add their vote and explain how this would help in day-to-day work.
We’ve reviewed the idea and are updating the status to Gaining support so it can stay open for votes and comments from the community. Please keep sharing and supporting the idea so we can continue to gauge community interest. If you’d like to add more detail on how this would help your workflow, that context can be especially useful for our product teams as they review the ideas customers care most about.
Thanks again for taking the time to share your thoughts and support here.
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Jacques du Preez
supported this idea
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19 votes
Hi team, we appreciate you sharing how being able to add tracking to conversion balances when setting up an organisation would be useful for reporting. We understand how helpful it'd be to keep historical balances out of your Unassigned tracking reports.
We don’t have plans to add tracking directly to conversion balances at present, but we’ll continue gathering feedback on this idea.
Right now, you could use a manual journal dated the day before your conversion date to reverse the balance and re-enter it split by tracking option.
However, it is worth noting that bank, sales tax, accounts receivable and accounts payable balances can’t be included in manual journals.
We'll share if there are any updates surrounding this here.
An error occurred while saving the comment Jacques du Preez
commented
Please make Tracking Categories available for importing or manually entering of Conversion Balances
I have clients with segmented reporting and they require their balance sheet items shown correctly on reports, and not just the income statement movements.
Please develop this feature, it will be most helpful