![]() ![]() Now, the student registered in the class for the same course will have the invoice that when synced with XERO will reflect the two categories in the invoice at the XERO.Select the options in the dropdown under the tracking categories.Go to the Action button and click on the edit option.From the Course listing, select a record with the same subsidiary as selected in the settings. Tracking Category 1 Purchase Tracking Category 2 Sales Tracking Category 1 Sales Tracking Category 2.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.To work with job categories, go to Business > Settings > Job Settings > Job Category. Any account codes you specify in a job category will be used instead of the default (Level 1 above) sales and income accounts. The second level of mapping is set up using job categories. 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. Level 2: Using GL account codes and tracking categories with job categories. ![]() You will redirected login to XERO page and then asked to give access to XERO. 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.To keep a tab on functioning of different business areas like cost. It will navigate you to the XERO settings page. You can also derive business wise profitability from Xeros class tracking feature.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 At most we can add two only two categories.Give the Category name and Category options.Scroll down and click on Add Tracking Category.It will navigate you to the Tracking Categories page.on the right hand side, under Advance Settings, click on Tracking Categories.Go to the Accounting Tab and click on Advanced option.Sign In to the XERO account with the credentials.How to add Tracking category in XERO Step 1 They provide a granular view of your cash flow and reveal insightful data about the profitability of different segments of your business. 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. 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. ![]()
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