Reporting Tags as Mandatory Fields on Transactions for Enforced Cost Centre Tracking

Reporting Tags as Mandatory Fields on Transactions for Enforced Cost Centre Tracking

Zoho Books has a Reporting Tags feature which is excellent for segmenting financial data by cost centre, department, region, or project. However, tags are entirely optional. There is no way to make a reporting tag mandatory on specific transaction types.

This creates a real problem for businesses using Zoho Books for departmental accounting:

  • Finance teams set up tags for cost centres but staff skip them when creating expenses or bills
  • Reports segmented by cost centre are then incomplete and unreliable
  • Month-end corrections become a routine exercise to fix missing tags

What we're requesting:

  • The ability to mark a Reporting Tag as mandatory for specific transaction types, such as Expenses, Bills, or Manual Journals
  • A validation that prevents saving a transaction without the required tag applied
  • Optionally, the ability to set default tag values per user or per department to reduce friction

This is a very low-effort change from a development standpoint but would significantly improve data integrity for any multi-department business using Zoho Books. It is a standard feature in accounting tools aimed at mid-market businesses.