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  1. Bank Reconciliation - Add Tracking Category to Transfer

    41 votes

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    3 comments  ·  Projects & tracking » Tracking categories  ·  Admin →
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    Gaining Support  ·  AdminHaroon Subhani (Admin, Xero) responded

    Hi Dominik, thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea to add a tracking category option on the transfer when reconciling your bank accounts, and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    An error occurred while saving the comment
    Mike Howells commented  · 

    I am the Treasurer for a small not-for-profit charity with a Gift Fund. I often have to transfer funds from the Gift Fund to a separate Project Funds account when we allocate them to a project. I need this transfer to have the project as a tracking category so I can generate per-project reports. Without this feature I have to transfer through a clearing account, which adds complexity. Treasurers are often not trained accountants so any unnecessary complexity is a problem.

    Mike Howells supported this idea  ·