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Advanced Features


You can configure and use the Xero Tracking Categories and Customer Credit Limits feature with your Xero integration.

Xero Tracking Categories

Xero provides the Tracking Categories feature to enable easier reporting by eliminating the need to add multiple account codes. This help page describes how to setup the tracking categories in Xero and configure them to work with your Unleashed account. For more information about how tracking categories are implemented in Xero, see Xero documentation.

For more information, see Xero Tracking Categories.

Customer Credit Limits

The Credit Limits feature allows you to enable a credit limit for your customers in Unleashed. It will then automatically sync and update the value of the customers outstanding invoice balance from Xero.

This will provide better visibility for you to limit the value of outstanding invoices for a customer. 

For more information, see Customer Credit Limits.

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