Settings and activity
6 results found
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95 votes
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Ching Ng
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170 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
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33 votesChing Ng
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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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39 votesChing Ng
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103 votesChing Ng
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30 votesChing Ng
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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.