Skip to content
← For small businesses

Enter your idea

For small businesses: Business features

Categories

(thinking…)

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

216 votes
AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Submitting...
An error occurred while saving the comment
  • James Dolahenty commented  ·   ·  Report

    I am looking at a MYOB to Xero transfer and this was question 1, does it get enforced to use a tracking code and we've discovered it is not enforced. What a mess you can see, one gets missed, then someone has to go back and re-enter. If you want tracking codes, that will often be as important, and probably more important than the date being entered. I am surprised it is not enforced if you enable it, or at least the toggle option to enforce it. It seems a bit silly not to be there. Why would I switch on tracking only to have it a choice and easy to overlook? In my situation we would aim for 7 divisions to each enter for their own division, so 7 people doing their own work once only would be good rather than a lot of rework being needed

  • Jo Benge commented  ·   ·  Report

    This would save loads of time and stop us having to revisit invoices to correct them.

  • ariel truman commented  ·   ·  Report

    this is extremely important to me! as I spend hours each week filling out all the missing tracking data please make this happen

    thanks

  • ariel truman commented  ·   ·  Report

    this feature would save me hours of work every week!

  • Christopher Overton commented  ·   ·  Report

    This would be bloody excellent! I know a lot of clients who would appreciate this

1 2 3 5 Next →