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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.

Have a setting that requires Location and Department fields to be completed before a bill is allowed to be ap

Being able to capture the tracking categories is key to successfully managing the dynamics of the organisation.

Tracking Categories - Make tracking mandatory

Have a setting that requires Location and Department fields to be completed before a bill is allowed to be approved.

Have a setting that requires Location and Department fields to be completed before a bill is allowed to be approved.

This would be an excellent feature

Super important to us for these fields to be mandatory so we can avoid human error where possible in forgetting to add them

Def need this !!!

Please add this feature! In our company tracking 1 is our departments which is required for every single transaction that gets entered. The time spent weekly/monthly running and reviewing reports just to check for unassigned tracking is time consuming. Further more, some of our departments have projects as category 2 which are also mandatory if their respective department has been selected.

Building on this, our company uses tracking category 1 for departments and category 2 for projects under their respective departments. However, not all departments have projects. It would be useful to have tracking category 1 have an option to require tracking category 2.

This would be amazing! Otherwise being able to report on categories is pointless because most people forget to attach them in our organisation.

An important option which seems to have been missed by XERO.
This is a critical feature for us and other clients especially with linked programmes such as ApprovalMax.
Where are you with this feature?

Require location codes (if set up) for all transactions before a transaction can be saved

An issue we've been having is people missing 'department' adding on xero app as it hides it under 'optional' I think there should be a way to change what is and isn't optional on expense.

This would be a major benefit to all my clients - please escalate this fix!

I endorse all the comments below, which seem to have been going for at least a year with no response. Making tracking configurable so that the super user can make it mandatory is essential to getting useful information (and is the norm among other packages and stand alone apps such as Expensify).

Great Idea - Project Code field mandatory

Maybe this is already a feature, and I'm missing it. But you should be able to have account groups on a custom P&L to show certain accounts filtered by certain tracking categories.

This way you can limit the number of accounts needed to present them properly on the P&L.

I'll give you an example, you have departments for a tracking category. Cost of Sales, Research and Development, Sales, Marketing, Admin.

Then on the P&L you want all expenses for all accounts that have the Cost of Sales tracking category to show in Cost of Sales, then in Research and Development, you want all accounts to show for the research and development tracking category, Sales and Marketing, etc.

You then want to display all the accounts and amounts in each section.

Otherwise if you have Salaries you'd need to make many different accounts for Salaries - Cost of Sales, Salaries - Marketing, etc. It makes the CoA too large when it can be done this way much more cleanly.

I love Xero - but this is a big sore spot for a lot of our clients and users. This would make life significantly easier.