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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Thomas Angelo Gutierrez commented
This is a must feature specially for comapnies with different projects/cost and profit tracker
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Christine Henson commented
Xero Expenses - the ability to make the tracking name/code a required field.
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Paul Jackson commented
@RhysRoberts - can't agree more with your second paragraph
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Rhys Roberts commented
When 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
Some 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
Please add this function ASAP
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ABL Corp commented
This 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
Yes 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.
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AMANDA COOPER commented
It would be useful to have a project name/number facility on Purchase Orders which then automatically transfers to the corresponding bill. Likewise a quote once accepted given a project name/number facility automatically transferred to the invoice when raised ensuring accurate project tracking.
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Devina Nathania commented
This function will be very useful for me. Please implement it asap! :)
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C. Basira Kroll commented
As well, we need a report that is cash basis and can have number of items sold, revenue totals and a tracking category
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George Karantzas commented
Please add the ability to ability to have tracking category fields (that are created such as Sales Person) to be a mandatory field. This prompts users to ensure they enter those fields before submitting an invoice instead of relying on human error....this is standard functionality
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Hongsheng Li commented
Set an account Control that when you Creating an accounting entry, you must enter a specific object of the specified tracking category.
For example, expense accounting accounts must select tracking objects such as cost centers in order to better control and analyze business transactions -
Christine Garrett commented
Tracking codes - have the option to make Tracking code 1 or 2 mandatory (so when setting up the Tracking code - at the time of creation, the user can tick mandatory or optional). If mandatory is ticked, then whenever a transaction is created of any type coding to a non-balance sheet account, then the user will not be able to save the transaction unless the tracking code is completed. If optional is ticked, then the situation that happens now exists. This optional/mandatory option can be changed at any time.
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Angella Bobos commented
Please add this function it is critical for tracking profit and loss between branches within our business and in order to get accurate figures at eom.
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JJ van Heerden commented
In Xero Expenses, that Account code field is already a mandatory field which needs to be filled in in order to submit an expense. As for the other fields mentioned, there's currently no functionality in Xero to make these mandatory fields. It would be great if a cost centre and some other fields, ie. business lines can be made mandatory?
It doesn’t look like this idea has been raised to Xero Product Ideas yet. Xero Product Ideas is a Xero website where our customers can share and support ideas for change.
I’ve included a link to the website where you can view and support current ideas or create a new idea to share your thoughts.
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Julius Mercado commented
How is this feature not added despite being an industry practice already. Please can you add this feature.
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Ian Fry commented
If tracking is not able to be selected by the super user as mandatory the value of reporting by tracking category is severely diminished and/or additional workload is generated for someone to review all transactions without a tracking code and edit them. In most accounting systems the requirement to enter a cost centre is mandatory (or at least configurable to being so).
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Rhys Roberts commented
Being able to make set tracking code mandatory on a file would be very helpful. Please add this feature.
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Aimee Tolhopf commented
Please make Tracking Categories a mandatory field as soon as possible.
We are tracking costs against Projects but we often have human error where people don't select the Project as its not mandatory.
This means costs are being missed against Projects and therefore leading to incorrect reporting.
Its vital to make this mandatory.
Thanks