Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Tracking - Make mandatory / required

    228 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    88 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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. 

    An error occurred while saving the comment
    Alan Brown commented  · 

    Agreed if the tracking categories are in use it should be mandatory to use them for expense claims. It's more frustrating as it is possible to do this in approvalmax when raising POs. Them not being mandatory creates work for finance team when staff omit the relevant department details.