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Agreed if the tracking categories are in use it should be mandatory to use them for expense claims. It's more frustrating as it is possible to do this in approvalmax when raising POs. Them not being mandatory creates work for finance team when staff omit the relevant department details.

Can we have an option to make it compulsary for a tracking category to be selected for every item (bills, invoices etc.). Currently have to periodically search for unassigned items in the nominal and find and recode.

Staff are currently missing information they are unsure of rather than checking with administration/finance staff.

I have 2 clients who need this option.

We need to have the option to make tracking categories mandatory, and to what type of transactions. Please update on when this will be available as it is critical to a lot of us here.

Please provide an update on this @Xero - would be a very useful feature to ensure reporting is accurate and complete.

Why is this not a feature already?!
We shouldn't have to run reports to check, go back and fix what should be a feature.

PLease can this be put in, it wastes a lot of time going back and including when it should be mandatory. Thank you!

I vote for this to be implemented as well. From memory this used to be an available feature (years back).

The option of making this a mandatory field will save me hours of work auditing transactions to find entries where this has been left blank and reminding users of the omission. Please implement a toggle switch on the ADD TRACKING CATEGORY screen.

Please implement this!

We need this in our business for bills, PO's, invoices, and EXPENSE APP. Please implement.

Please can you do this for expenses ASAP

This is essential for our business

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

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.

We need an optional department field to be mandatory. There needs to be a way to make optional fields mandatory

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.

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.

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!