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47 votes
Hi team, we appreciate interest and the value our customers have in using and being able to keep track that transactions have ben assigned to Tracking categories in your org.
As we continue to develop Xero, ideas in the forums here are being considered closely by our product teams.
I want to be upfront that we don't have any immediate plans for developing a Tracking widget or adding a tracking view to the existing widgets, but if any work is picked up around this we'll be sure to let you know here. Thanks
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Jo Delaney
commented
Adding a Categories/Tracking column to the transactions Dashboard. this would highlight the fact that a category label is missing. so when running the budget variances the report would include ALL the transactions for a specific category.
Jo Delaney
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10 votesJo Delaney
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12 votesJo Delaney
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15 votes
Appreciate seeking options from your community here too.
Trying to think into this one - when you draw funds these statement lines would be reconciled to an equity account in the business? In theory the Tracking would be recorded when the item is reconciled to this account ?
Please do let me know more detail if there's something I'm missing in here?
Jo Delaney
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129 votes
Heya team, thanks for all your input here. We hear you, and understand that being able to assign multiple tracking categories to pay items would improve your reporting capabilities, and simplify tracking costs for various projects, locations, or departments.
For now, we’d suggest using manual journals to split and reallocate payroll costs after a pay run. Alternatively as some have shared, you could create specific pay items for each tracking category combination, although we recognise this may not be suitable for all.
While this isn’t in our plans at this stage we understand the rationale here and will consider how tracking works within payroll closely as we continue to develop our roadmap.
If there are any changes or news for tracking in payroll we’ll be sure to update you of this here.
Jo Delaney
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48 votes
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.
Jo Delaney
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83 votesJo Delaney
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109 votesJo Delaney
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Adding a Categories/Tracking column to the transactions Dashboard. this would highlight the fact that a category label is missing. so when running the budget variances the report would include ALL the transactions for a specific category.