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110 votes
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Grant Ennor
supported this idea
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225 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.
An error occurred while saving the comment Grant Ennor
commented
We need the Reference field to be mandatory on invoices - There needs to be a way to toggle fields to mandatory within sales invoices
This field is the only way we can do monthly past search reportsGrant Ennor
supported this idea
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We need the history/notes so we have a record of the chemical products used and work done on the clients property for our records and future repeat work.
Plus if we are audited by Food Safety we have to show products used on site and the areas sprayed, This is all recorded in notes. There are so many useless columns in the csv file why not have 1 or 2 more.
we have just under 1000 clients