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1 vote
Appreciate what you're asking here, Simon. However when grouped or summarised by tracking and a bank transaction has multiple lines that are coded to different categories its not possible to show these all on the report.
On the flip side of this, if you run the report on a Grouped by basis you'll be able to see the transactions related to the multiple categories and can drill into the transaction to view the detail.
Alternatively, adding a Related account column to the report you'll be able to see the account the transaction is coded to. Then, running the report for the related accounts e.g Sales would give you the line by line breakdown so you can view each tracking option the transaction has been allocated to.
Simon Lee
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10 votes
Hi team, if I understand correctly it sounds like you'd like to create a Budget that consists of multiple options within a single tracking category? Atm, it is only possible to create a filtered budget by one option within each tracking category.
It's not something we have plans for atm, however I'll slightly rename your idea here and we'll get a sense of the interest from the community in this.
An error occurred while saving the comment Simon Lee
supported this idea
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Again, similar idea but slightly different. To try to explain:
We are not using the 'project' capacity in Xero. To avoid confusion I'll refer to our projects as 'missions'.
Our tracking categories are "unrestricted" and "Restricted"
Tracking options are different funding streams, so in restricted this might be "Grant X" and "Grant Y"
We have a mission that is funded by Grant X and Grant Y and would like a budget for the whole mission. How do I achieve this? Sometimes missions are funded by numerous funds, including, if necessary, funds from Restricted and Unrestricted Categories.
Thanks!
Simon