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
 AdminXero Team
    (Admin, Xero)
 shared this idea
AdminXero Team
    (Admin, Xero)
 shared this idea
      
    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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       Kent Shelford
    
 commented Kent Shelford
    
 commentedDef need this !!! 
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       April Allen
    
 commented April Allen
    
 commentedPlease 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. 
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       April Allen
    
 commented April Allen
    
 commentedBuilding 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. 
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       Emma Hards
    
 commented Emma Hards
    
 commentedThis would be amazing! Otherwise being able to report on categories is pointless because most people forget to attach them in our organisation. 
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       Gaenor Thompson
    
 commented Gaenor Thompson
    
 commentedAn 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?
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       Nicole Gaitan
    
 commented Nicole Gaitan
    
 commentedRequire location codes (if set up) for all transactions before a transaction can be saved 
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       Caine Rochford
    
 commented Caine Rochford
    
 commentedAn 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. 
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       Melinda McAuley
    
 commented Melinda McAuley
    
 commentedThis would be a major benefit to all my clients - please escalate this fix! 
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       Arthur Crocker
    
 commented Arthur Crocker
    
 commentedI 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). 
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       Claire Murnane
    
 commented Claire Murnane
    
 commentedGreat Idea - Project Code field mandatory 
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       David Leslie
    
 commented David Leslie
    
 commentedMaybe 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. 
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       Daniel Clarke, CPA
    
 commented Daniel Clarke, CPA
    
 commentedI love Xero - but this is a big sore spot for a lot of our clients and users. This would make life significantly easier. 
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       Thomas Angelo Gutierrez
    
 commented Thomas Angelo Gutierrez
    
 commentedThis is a must feature specially for comapnies with different projects/cost and profit tracker 
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       Christine Henson
    
 commented Christine Henson
    
 commentedXero Expenses - the ability to make the tracking name/code a required field. 
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       Paul Jackson
    
 commented Paul Jackson
    
 commented@RhysRoberts - can't agree more with your second paragraph 
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       Rhys Roberts
    
 commented Rhys Roberts
    
 commentedWhen Xero started out they genuinely listened to customer feedback - I recall talking with Rod Drury in about 2011 discussing the need for payroll in Xero, following which they bought Paycycle (not personally claiming the credit for this, mine was just one of many voices) and integrated it into the app. Many other examples of development driven by (or at least informed by) user needs. Over the past few years, they have (IMHO) become less and less responsive to actual client needs, spending developer time on features that add no value to anyone, whilst ignoring feature requests that would deliver benefit. I am holding out almost nil hope of this feature actually getting actioned! :-( 
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       Marian de Waal
    
 commented Marian de Waal
    
 commentedSome months it take ages to clear the 'Unassigned' transactions, due to staff forgetting to complete the tracking. This would be a great feature - YES please. 
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       Lisa Ratcliffe
    
 commented Lisa Ratcliffe
    
 commentedPlease add this function ASAP 
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       ABL Corp
    
 commented ABL Corp
    
 commentedThis would be very useful for a number of our clients. Could this be implemented as soon as possible. Thanks 
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       Vince Tan
    
 commented Vince Tan
    
 commentedYes please implement a setting to make this mandatory. This is critical for our business and would save a lot of time having to assign unassigned trasactions. 
 
              
