![]() ![]() You can map these tracking categories to values from your DEAR document headers. Xero allows up to two active tracking categories at a time. Users will need the Integration: Accounting - Xero permission in order to use this feature. Learn more about Tracking Categories in Xero. For example, you may want to see how sale reps, locations, jobs and other categories are performing compared to others of the same type. See all the Xero features that can help you run your business beautifully at Xero.Xero Tracking Categories are used to see how different areas of your business are performing. All new reports (except inventory reports).You can filter the following reports by tracking category: You can customise specific groups of accounts.įilter the following reports by tracking category and category option:Īdd a tracking column to any of these new reports using the report layout editor: View specific data from a tracking perspective. Review and filter reports by tracking category and category option to see the performance of different areas of your business. ![]() Just select the tracking category when creating new transactions for the contact.ĭefault tax treatment, account and tracking settingsĪssign tracking options to an employee or an employee timesheet to track payroll expenses by employee groups. You can set up default tracking options for contacts. You can also add tracking options to the import file when you import fixed assets into Xero.Īssign a tracking option to a budget you’ve created in Budget Manager. Name the tracking category and options.Īssign a tracking option to new transactions such as invoices, bills, quotes, purchase orders, spend money and receive money transactions, and transfer money transactions.Īssign a tracking option to previously-entered transactions such as invoices, bills, quotes, purchase orders, spend money and receive money transactions, and transfer money transactions to run reports about previous business performance.Īssign a tracking option to transfers you make between bank accounts.Īssign a tracking option to a transfer between bank accountsĪssign a tracking option when you create a new fixed asset.In the Settings menu, select General Settings.You can track sales at each location by setting up a tracking category with tracking options for each location. Let’s say you’re a business with seven work locations. You can set up a tracking category with tracking options however you want, so we’ll use an example to show you how it works. A tracking category needs at least one tracking option to assign tracking to a transaction.You can have up to 100 tracking options for each tracking category.You can have two active tracking categories.This keeps your chart of accounts manageable. Xero uses tracking categories and options instead of department codes or cost centres. ![]() With this you can make proactive decisions such as deciding to increase the production of a particular product over another as it returns a more desirable gross profit margin. Here you can monitor how different areas of your business are performing (such as departments, cost centres, or locations). You can set up tracking categories allowing you to report on the activity on each of these in isolation. Wouldn’t it be wonderful if we could divide our revenue streams isolating the income and expenditure of particular products or services that we offer. ![]()
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