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  1. Export Accounting Data - Export data with tracking categories split into columns

    8 votes

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    1 comment  ·  Projects & tracking » Tracking categories  ·  Admin →
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    Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

    Hi Alice, thanks for sharing your idea, and letting us know the changes that matter most for you. We've reviewed your idea 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.

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    Datplan Services commented  · 

    Hi Alice, separate columns would help keep the export usable for reporting. I would preserve one row per original transaction line, with each tracking category's name as a column heading and its selected option as the value.

    The title mentions columns, while the description mentions separate lines. That distinction matters: repeating a £100 transaction line once for its department and once for its location could make a downstream sum show £200. Separate columns avoid that duplication.

    It would also help to retain the transaction identifier and a line identifier where available, leave unassigned categories blank, and document any changes to column names. That would make repeated exports easier to reconcile and combine in Excel or a reporting model.

    Scott (Datplan)