#Xero class tracking how to#

Select the options in the dropdown under the tracking categories.Go to the Action button and click on the edit option.Merge supports Passthrough Requests and deleted data detection for. From the Course listing, select a record with the same subsidiary as selected in the settings. Possible values include: ACTIVE, ARCHIVED.Go to the Category from the left-side menu of the Flavor System.Enter the details and click on Save button.After selecting the Subsidiary, a form will appear on the screen.

#Xero class tracking how to#

Now you will see the subsidiaries dropdown you have updated in Flavor System will show up and to connect the subsidiary with XERO you will have to select the subsidiary from dropdown. In what follows, I will explain how to use one tracking code for projects (restricted funds) and the other for distinguishing types of activity/classes of.You will redirected login to XERO page and then asked to give access to XERO.It will navigate you to the XERO settings page.Scroll down and enable the XERO switch.Go to the System Tab and click on Set up Integration under Payment Integration.Go to the Settings on the left side menu of the Flavor System.How to do settings at the Flavor to reflect the Tracking categories in the invoice at the XERO account Step 1

Get an accurate view of project profits on the dashboard. Use time tracking, job costing, quotes and instant payments. At most we can add two only two categories. Track projects and jobs with Xero Projects.Give the Category name and Category options.Scroll down and click on Add Tracking Category. Class Tracking in QBO and Tracking Categories in Xero are two features that streamline the accounting process by allowing you to categorize your income and expenses.It will navigate you to the Tracking Categories page.on the right hand side, under Advance Settings, click on Tracking Categories.Manage fixed assets, prepare budgets and generate reports in any plan. Reconcile bank transactions with automated transaction matching. Go to the Accounting Tab and click on Advanced option. All cashbook and ledger plans include bank reconciliation, fixed asset management, budget tools and financial statements.Sign In to the XERO account with the credentials.

How to add Tracking category in XERO Step 1 In this article you will find how to add tracking category in XERO and do setting in Flavor to reflect the tracking category in the invoice at the XERO. Sync your bills, receipts and invoices and their data to your XERO accounting software.