9/27/2023 0 Comments Tracking codes xero![]() You can use a combination of Xero general ledger (GL) account codes and Xero tracking categories Xero Tracking Categories allow you to report on your financial information at a more granular level in Xero (once your WorkflowMax - Xero interface is set up). See all the Xero features that can help you run your business beautifully at Xero.Xero GL Account Codes and Tracking CategoriesĪdvanced Xero integration (2 min 33 sec.) 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.
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