![]() This information can then be used in the same way as any other Xero tracking category. When we sync the invoice to Xero, it will send over the Sales Rep and Location details to display on the Xero Invoice. Below is the sale invoice in DEAR showing the fields we have chosen to map to Xero Tracking Categories. Now let's see what happens when we create an invoice and sync to Xero. Choose which DEAR information you want to map to the tracking category and click Save Changes. The tracking categories set up in Xero will now appear on the left as Category 1 and Category 2.In DEAR, navigate to Integration → Xero → Integration Settings.Xero archives any you've used, and deletes those you haven't used. You can remove tracking categories and options. Renaming a tracking category or option updates all transactions and reports with the new name. You will then need to go back to DEAR and map the information to be populated into these Xero Tracking Categories. You can have a maximum of four categories, including no more than two active (unarchived) categories.NOTE: Values from mapped DEAR fields will be passed to Xero and displayed on your Xero invoice even if they are not one of the category options in Xero. Only two active categories can exist at any one time and you cannot add a new tracking category until an existing one has been archived or deleted. You can also add category options if you want. Updated over a week ago Xero Tracking Categories lets you see how different areas of your business are performing, so you can make proactive business decisions. Click Add Tracking Category to create new tracking categories in Xero.In Xero, navigate to Accounting → Advanced → Tracking Categories.Our cost codes are virtually an exact mirror of a Xero track. See Additional Attributes for more information. You can set one of the tracks to Zaharas cost codes. *Up to 10 additional attributes can be specified for products, customers and suppliers. ![]() The following DEAR values can be mapped to Xero Tracking Categories: Each time data is synced from DEAR to Xero, tracking categories will be populated with mapped values from DEAR. 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. If you have integrated your Weel account with Xero or MYOB Weel will automatically import tracking categories from your accounting software and create custom fields for you.Xero Tracking Categories are used to see how different areas of your business are performing. If you select Create List type in your custom field options and hit the Enter key Select how you want your staff to provide the custom field information from either a Free Text Field or a Drop-Down List Select Which Budgets or Subscriptions Require This Field from the drop-down list ![]() ![]() Tick " Visible to Admins, Approvers and Accountants Only?" if you would like field to only be access by people with these access levels Custom fields can be setup to record any business codes when your staff members make for a payment.Ĭlick the toggle to turn on Custom Fields ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |