Within Xero it's possible to setup tracking categories, which allow you to monitor different areas of your business. You can add up two tracking categories to an invoice and these each need to have an option set against them. Tracking categories are setup within your Xero organisation by going to 'Accounting' > Advanced Settings > Tracking. The screenshot below shows a tracking category with its options:
More information on setting up tracking categories in Xero is available on their website.
Once you have setup tracking categories in Xero, you can add these directly to an invoice or you can setup default tracking categories at client or brand level. Default tracking categories will automatically be added to invoices, however only a maximum on two categories can ever be attached to the invoice.
To add default tracking categories at client level, within Accelerate, go to Settings > Organisation Settings then click Default Xero Categories. This will bring up a popup where you can set up to two categories and options:
Adding default tracking categories at brand level is done the same way as for client level, however you need to edit the brand via Settings > Brand > Edit Brand. Once setup default tracking categories can be managed from the main Xero Settings, to make it easier to modify and delete these values.
Adding tracking categories to an Invoice is done via Invoice > Edit Invoice in Accelerate. If you click on the Xero Categories button then it will bring up a popup where you can see the categories that have defaulted in, edit them or added new ones:
You can only add tracking categories to an invoice before it has been sent to Xero. When the invoice is sent to Xero these tracking categories are included and are then available within Xero via the Tracking Summary report.
