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  1. When using Xero for a multi-entity organisation, tracking categories are essential for identifying which entity each transaction belongs to.

    1 vote

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    0 comments  ·  Projects & tracking » Tracking categories  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Robert Szwarcberg shared this idea  · 

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

    9 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.

    Robert Szwarcberg supported this idea  · 

  3. Invoicing - Apply tracking category automatically after creation

    17 votes

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    2 comments  ·  Projects & tracking » Tracking categories  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how the workflow for creating and selecting tracking options could be improved.

    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.

    Robert Szwarcberg supported this idea  · 

  4. Bank Reconciliation - Add Tracking Category to Transfer

    51 votes

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    4 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.

    Robert Szwarcberg supported this idea  ·