Setting up Tracking Categories in Xero
  • 24 Mar 2022
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Setting up Tracking Categories in Xero

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Xero tracking categories help you filter your reports when you manage a network of locations in Nexudus.
All you need to do is create a tracking category in Xero. Nexudus adds tracking options as you transfer invoices from the different locations in your network.

  1. Log in to your Xero Account.

  2. Click Accounting > Advanced > Tracking Category.

  3. Click Add Tracking Category.

  4. Add a tracking category name in the Tracking Category Name field.

Your tracking category name must be one of the following to allow the connection between your locations and their corresponding tracking options:
  • Location
  • Space
  • Site
  • Center
  • Centre
  • Building
  1. Click the Save button. 

You've successfully created a tracking category for your network. Every time you transfer invoices from a new location, a matching tracking option will be added in Xero.

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