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46 votes
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229 votes
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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Melinda McAuley
commented
This would be a major benefit to all my clients - please escalate this fix!
Melinda McAuley
supported this idea
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I agree that "disguising" the contact name is not enough. An employee with Invoice only access would be able to see all the contacts and the transaction history relating to that contact, including those contacts we may have have disguised to make them less obvious as payroll payments. We would not be giving this employee Payroll access but effectively they can still see the net payment transactions. This is a significant confidentiality issue. I hope Xero will prioritise this - it's not just a "nice to have"- it is fundamental. We should be able to set up payroll contact cards and restrict access to them.