Settings and activity
3 results found
-
97 votes
Jennifer Paynter
supported this idea
·
-
101 votesJennifer Paynter
supported this idea
·
-
307 votes
Hi everyone, thank you for sharing how the current tracking limits impact your reporting and tracking of different aspects of your business and processes. We know this is an important capability.
We’re exploring how we might tackle the needs in this idea and enhance Tracking Categories for the future.
While we can't commit to developments at this stage, we want you to know we hear the support and feedback from our community on this.
We’ll provide another update as the direction for this feature becomes clearer.
An error occurred while saving the comment Jennifer Paynter
supported this idea
·
I'm not the only one suggesting 'tags' but I see the threads keep being 'closed' as tracking is available.
As a small business owner not being able to group expenses by activity with the use of tags is a major flaw.
Two "tracking" codes isn't enough for a business to make strategic decisions or get a decent overview on which areas and activities are performing best. I run dozens of campaigns and attend promotional events throughout the year and want to know which work. To do this I need to be able to tag and run reports on those tags.
This is also absolutely critical for anyone working with external funding for example a grant requires a set spend and can only be used for specific costs, however without being able to run a report using tags means amounts must also be kept in a spreadsheet for up-to-date information on how much funding is still available.
The saying goes I know half of my marketing doesn't work, just not which half. Tagging provides that transparency so you do know which half - and is essential for business making decisions.
A reminder to Xero that you need everyone here to do well so they can pay your bills. Right now I'm considering going back to Quickbooks or spreadsheets (circa 2009) for better visibility because this to me is absurd.