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  1. Tracking - Make mandatory / required

    229 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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    Edgar Garcia commented  · 

    This is very important for Companies like Construction or Project Accounting where we need to track for profitability reporting and other reports using tracking codes. Accountant's or users tend to miss or forget to input the tracking codes as you can easily continue when you skipped them.

    Hope Xero can add this feature as an Automatic Accounting Instruction, which I know is very easy to program.