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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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  • Micaela Beber commented  ·   ·  Report

    We need to assign the field "Location" as a mandatory field in all the following forms:
    -Expense claim
    -Purchase order
    -Bill
    -Invoice

  • 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

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