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  1. Tracking - Make mandatory / required

    232 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. 

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    Ian Fry commented  · 

    If tracking is not able to be selected by the super user as mandatory the value of reporting by tracking category is severely diminished and/or additional workload is generated for someone to review all transactions without a tracking code and edit them. In most accounting systems the requirement to enter a cost centre is mandatory (or at least configurable to being so).

    Ian Fry supported this idea  ·