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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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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.

Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned. 

Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here. 

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  • Philippa Hayes commented  ·   ·  Report

    Making tracking categories mandatory, or at least the option to have them mandatory would be amazing. Too much time is spent doing housekeeping at the end of the month, where adding the category has been missed!

  • Olga Fishenden commented  ·   ·  Report

    We have set up a budget based on Profit Centers, and tracking categories are crucial for our financial management

  • Edgar Garcia commented  ·   ·  Report

    This is very important for Companies like Construction or Project Accounting where we need to track for profitability reporting and other reports using tracking codes. Accountant's or users tend to miss or forget to input the tracking codes as you can easily continue when you skipped them.

    Hope Xero can add this feature as an Automatic Accounting Instruction, which I know is very easy to program.

  • Mitchell Hickson commented  ·   ·  Report

    amazing functionality and equally amazing that you can't make it mandatory

  • Alan Brown commented  ·   ·  Report

    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.

  • Chris Pratt commented  ·   ·  Report

    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.

  • Diane Schultz commented  ·   ·  Report

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

  • Sue Carr commented  ·   ·  Report

    I have 2 clients who need this option.

  • Maxwell Munyi commented  ·   ·  Report

    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.

  • Addison Baigent commented  ·   ·  Report

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

  • Susie Goodall commented  ·   ·  Report

    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.

  • Hannah Leyro Diaz commented  ·   ·  Report

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

  • Dan Regulla commented  ·   ·  Report

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

  • Dave Gill commented  ·   ·  Report

    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.

  • Payton Vedders commented  ·   ·  Report

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

  • Grant Ennor commented  ·   ·  Report

    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

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