Xero Tracking Category and Report Consistency Audit
Check tags and report totals.
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Audit tracking categories. Reports by tracking option for a period and the overall profit and loss: [REPORT_NUMBERS]. Transactions without tags: [UNTAGGED]. Naming of options: [OPTIONS]. Show the reconciliation of tracking totals to the whole in a table: each option, untagged amount, sum and the overall total with the difference (4,200 + 3,100 + untagged 700 = 8,000 against a total of 8,000). Look separately at income and expenses, since tagging habits differ. Identify untagged revenue and expenses, near-duplicate option names (propose which to keep), options with no activity, and inconsistent use between staff. Return a table, a clean-up plan, a 10-minute monthly check (run the untagged report, fix the items, compare totals), rules for staff with examples of correct tagging, and a message to introduce them. Do not recode history without the accountant's agreement, since changing tags on old transactions affects past reports. Mark features [VERIFY]. Keep to bookkeeping education; tax and reporting treatment depends on the country and belongs with a qualified adviser, so add those points to a question list [VERIFY].
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