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  1. Tracking - Make mandatory / required

    247 votes

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    89 comments  ·  Projects & tracking » Tracking categories  ·  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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    Daniel Stevenson commented  · 

    Please can you do this for expenses ASAP

    Daniel Stevenson supported this idea  · 

  2. Invoices: Repeating Invoices - Bulk Import/Export

    275 votes

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    submitted  ·  106 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Daniel Stevenson commented  · 

    Export list of repeating invoices < Important for us as we have 100ish repeatign templates anfd i would like to check their placeholders and values in bulk rather than clicking into each one every month

    Daniel Stevenson supported this idea  · 

  3. Notifications - Email/notification when items are Awaiting Approval in Xero

    353 votes

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    151 comments  ·  Users & setup » Navigation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for all the support here. We appreciate how some users would find a notification for items awaiting approval a time-saver, and could improve efficiency in approval and payments.

    You may have heard of our new homepage experience that will be rolling out to all customers over the coming months. With improvements to the Invoices owed to you, and Bills to pay widgets there is now a summary for invoices and bills that are awaiting approval, with clickable links so you can go straight to the list of invoices or bills to approve. We know this isn't a direct notification of sorts but should help you get a good feel for these at a glance - If you don't have this yet you can get a feel for what's coming in the homepage from the demo company.

    We want to be upfront that while we'd like to explore…

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    Daniel Stevenson commented  · 

    Please can this be done for expenses ideally an email notification (Can set it up to send to an inbox/multiple inboxes)

    Daniel Stevenson supported this idea  ·