Settings and activity
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15 votes
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Tina Scott
supported this idea
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37 votes
Thanks for your feedback on Projects here, Tia. If you have any other detail you can share or examples of how sub projects would be used by your business this would be useful for our product teams consideration.
We don't have any plans for this at present, but make sure you share the idea with other colleagues that could also find this useful so we can get a wider understanding of the interest.
Tina Scott
supported this idea
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296 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.
Tina Scott
supported this idea
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We use tracking categories for management accounts and have recently started using Xero Projects for individual projects. We need to be able to report across multiple projects and clearly see which sales and costs relate to each project alongside the relevant tracking category. This would allow us to produce much more useful project-level management reporting without relying on separate spreadsheets.