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Xero content pack - Allow reporting of tracking category on all transaction types

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Martin G's profile image

Martin G on 03 Aug 2016 19:17:28

The Xero content pack only allows tracking category to be extracted for invoice items. We need to be able to split all transactions (cash book / journals etc.) by tracking category to create useful reports.

E.g. Statement of changes in equity by tracking category (a bit like the Xero one but need each category as a column on the same page adding up to the unfiltered total)

Donations income by tracking category (where income is not invoiced)

Non invoiced cost by tracking category (e.g. payroll)