Yes, agree wholeheartedly. Please make tracking mandatory, as users tend to forget to assign them.
Even though we can run the Account Transactions report and filter the tracking categories by 'Unassigned', to review and fix any transactions not assigned to tracking categories, it takes a long time during the month end closing process to do so. It is definitely easier to do it at source.
Sherene Tan
supported this idea
·
Yes, agree wholeheartedly. Please make tracking mandatory, as users tend to forget to assign them.
Even though we can run the Account Transactions report and filter the tracking categories by 'Unassigned', to review and fix any transactions not assigned to tracking categories, it takes a long time during the month end closing process to do so. It is definitely easier to do it at source.
Please keep us updated. Thanks Xero team.