Settings and activity
6 results found
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102 votes
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Ching Ng
supported this idea
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176 votes
Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.
We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors.
While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own).
We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially…
Ching Ng
supported this idea
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44 votesChing Ng
supported this idea
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An error occurred while saving the comment Ching Ng
commented
I agree with everyone. If Xero wants more customers or retains current customers, they should significantly increase the number of tracking options.
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53 votesChing Ng
supported this idea
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110 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.
Ching Ng
supported this idea
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30 votes
Hi everyone, thanks for your input on this idea. We can see it's been a while since we've provided you with an update do just wanted to let you know how it's going.
We've reviewed this idea and have moved it to Gaining Support status.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated on the way.
Ching Ng
supported this idea
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Agreed. It seems that Xero doesn't listen to their customers and implement their ideas. When Xero makes accountants/bookkeepers' jobs harder, they will not sign up with Xero or move to another platform. Xero forgets that it will only flourish if it makes accountants/bookkeepers' jobs easier.