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  1. Tracking - Make mandatory / required

    235 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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    Jo Pippos commented  · 

    We need the department/class code field to be mandatory - as well as the reference field on invoices - There needs to be a way to toggle fields to mandatory within sales invoices! This feature is seriously behind the times compared to other account software.

    Jo Pippos supported this idea  · 

  2. Sales Invoices - Combine and hide line items for customers

    217 votes

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    103 comments  ·  For small businesses » Business features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you for your continued passion, and sharing how having the ability to group or combine line items within an invoice would give you the control to present information to your clients in the best way for your business.

    In lieu of a direct feature, while I appreciate it won’t fit all needs here, the inbuilt calculator may help in some cases to combine costs of multiple lines to one, and we appreciate there are some customers that have explored third-party apps with more extensive functionality for the time being to full-fill their needs.

    We’re updating the status of this idea to Accepted - While this isn’t on our roadmap atm, we see the value in this suggestion and it’ll be considered as we plan our future roadmap. We’ll update this thread if we have any more news to share.

    Jo Pippos supported this idea  ·