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  1. 229 votes

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    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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    Paul Jackson commented  · 

    @RhysRoberts - can't agree more with your second paragraph

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    Paul Jackson commented  · 

    Would save a huge amount of time especially at month end

    Paul Jackson supported this idea  · 
  2. 222 votes

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    Paul Jackson commented  · 

    a huge time saver

    Paul Jackson supported this idea  · 
  3. 124 votes

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    Paul Jackson supported this idea  · 
  4. 41 votes

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    HI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer. 

    From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here 

    Paul Jackson shared this idea  · 
  5. 60 votes

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    Hi team, back again to share progress on the idea from my lat update. As mentioned our product team are now in the process of developing a way to make reports that've been customised within a clients org available to include in Adviser packs.

    I'll keep you in the loop of this feature and when you can start making use of it, here!

    Paul Jackson supported this idea  · 
  6. 406 votes

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    Hi everyone! It's been great to see the appetite from many of our community here, eager to get your hands on Pay now for statements. 😊

    We wanted to pop back in to confirm that this form is now closed. If you were eligible for the early release, you'll be notified in Xero from 19 August when roll out commences.

    Don't worry if you didn't quite make it into this first pool, we'll be widening the drop of this great new feature over the next few weeks.

    I'll keep you looped in on further updates here.

    Paul Jackson supported this idea  ·