Settings and activity
3 results found
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5 votes
An error occurred while saving the comment 
Olga Fishenden
supported this idea
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6 votes
An error occurred while saving the comment Olga Fishenden
commented
It would be helpful if transfer could be allocated proportionally across all the respective credit card account
Olga Fishenden
supported this idea
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228 votes
Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.
Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned.
Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here.
An error occurred while saving the comment Olga Fishenden
commented
We have set up a budget based on Profit Centers, and tracking categories are crucial for our financial management
Olga Fishenden
supported this idea
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None of the cardholders can see the list of unreconciled transactions for their respective cards. This presents a challenge, as they are unable to identify which transactions need expense submissions, which makes the current setup ineffective for our expense reporting workflow.