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  1. Tracking - Make mandatory / required

    228 votes

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    88 comments  ·  For small businesses » Business features  ·  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. 

    Addison Baigent supported this idea  · 
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    Addison Baigent commented  · 

    Please provide an update on this @Xero - would be a very useful feature to ensure reporting is accurate and complete.

  2. Contacts - Add IBAN in account number and Swift in Routing number

    113 votes

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    43 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your on-going involvement in the idea here.

    We understand many of our customers are trading internationally. While we haven't been able to deliver a solution as yet, this is still high on our radar.

    Right now, depending on the country selected when setting up organisations will have different field options - Sort code in UK, BSB code in AU and Routing number in US. This explains the differences some in the conversation have mentioned. I appreciate it's not a solution but for the time being any extra detail (IBAN or any other banking detail) for the contact could be added as a note to the contacts record that can be looked up before making payments.

    For our UK customers that have set up international bill payments - Though not direct from Contacts you can edit and save international payment details for a supplier through the flow…

    Addison Baigent supported this idea  · 
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    Addison Baigent commented  · 

    Really poor that this has not been implemented yet - please sort Xero