Tracking - Make mandatory / required
Make it mandatory to add tracking to items where available e.g Purchase Orders, Invoice, Bill, Expense
Purpose: Prompt for users when manually entering invoices, and assurity that each line has been allocated to a tracking option
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Daniel Stevenson commented
Please can you do this for expenses ASAP
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Charlotte Gundry commented
This is essential for our business
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Grant Ennor commented
We need the Reference field to be mandatory on invoices - There needs to be a way to toggle fields to mandatory within sales invoices
This field is the only way we can do monthly past search reports -
Jo Pippos commented
We need the department/class code field to be mandatory - as well as the reference field on invoices - There needs to be a way to toggle fields to mandatory within sales invoices! This feature is seriously behind the times compared to other account software.
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Jason Michiels commented
We need an optional department field to be mandatory. There needs to be a way to make optional fields mandatory
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JJ Driscoll-Plavins commented
I enter a lot of invoices and sometimes blank on if I entered tracking or not leaving me to go back and check multiple times. Please add this.
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Sherene Tan commented
Yes, agree wholeheartedly. Please make tracking mandatory, as users tend to forget to assign them.
Even though we can run the Account Transactions report and filter the tracking categories by 'Unassigned', to review and fix any transactions not assigned to tracking categories, it takes a long time during the month end closing process to do so. It is definitely easier to do it at source.
Please keep us updated. Thanks Xero team.
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Kali Boermans commented
YES YES YES!!! This is critical!
Because if you miss one, it makes all the others pointless.
I need it to be a set part of invoicing. An invoice can not be saved without the tracking category selected.I purposely have to ask clients not to use the tracking categories because they never remember 100% of the time to do it and it takes hours of unbillabel time to track back through eveything.
Instead we have a HUGE chart of accounts which is annoying but at least things go in the right place.Which leads to the next problem.... constantly archinving accounts but having them clog up all the reporting when you want to correct the layout or search for things. WE NEED THE OPTION TO REMOVE ARCHIVED ACCOUNTS FROM REPORT FORMATTING!
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Daniel Ward commented
Cost centres and further dimensions on gl codes is standard in most business accounting platforms. And they are typically mandatory when coding. Because xero doesnt cater to cost centres but opts instead for tracking categories surely they should provide an option for them to be set as mandatory. Thanks Xero
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Helene Kosasie commented
Yes please make tracking mandatory once set up, it's too easy for users to forget to assign.
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Shipa Ahmed commented
Hi
Our business has several projects and its important the cost/income is posted to each project to review its sustainability. However as the TRACKING filed is OPTION, Xero allows transactions to be posted without completing this field, resulting in expenses going to unassigned. If the field was made compulsory for those who want that setting, that will make sure expense claims etc are filled in properly without being able to submit.
IT SHOULD BE AN OPTION FOR COMPANY TO SELECT IF TO MAKE IT COMPULSORY, SO IT CATERS FOR BUSINESS NEEDS.
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Rhys Roberts commented
Sadly I am not sure this is going to get any attention. Submitted 2 years ago, 141 votes in support no downside to anyone of implementing it and a massive upside to those that need it. Response from Xero? Crickets. But the Unicorn Easter Egg gets actioned within days. To be clear, I also voted in favour of the latter, but seriously Xero get your priorities right.
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The RANCH Wagga Wagga commented
Absolutely critical - when funding received and audits required this is a necessity
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Philippa Ghosh commented
This really is a necessity - especially if you are not regularly entering data because it is easy to miss it. -At the very least a prompt to say the field has been left blank before saving would stop the time wating exercise of going through unassigned and allocating to a tracking code.
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Lynsey Handley commented
A much needed feature
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Wayne Glenton commented
This is a big barrier for larger businesses, or even smaller ones that won't appreciate the value of assigning categories until later. Critical update in my opinion.
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Anna Craig commented
Have a setting that requires Location and Department fields to be completed before a bill is allowed to be ap
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Tony Mulvahil commented
Being able to capture the tracking categories is key to successfully managing the dynamics of the organisation.
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Alicja Krok commented
Tracking Categories - Make tracking mandatory
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Alex Hultquist commented
Have a setting that requires Location and Department fields to be completed before a bill is allowed to be approved.