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Xero Advanced Features

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

Enable Customer Credit Limits

The Credit Limits feature allows you to implement a credit limit for your customers in Unleashed, which will synced to the customer's current credit in Xero. Xero's credit is automatically synced and will update Unleashed with the value of the customers outstanding invoice balance from Xero, allowing better visibility and control of your customer's ordering habits. For more details, see How to setup Customer Credit Limits with Xero.

Enable Tracking Categories

Xero provides the Tracking Categories feature to enable easier reporting by eliminating the need to add multiple account codes to differentiate your sales. Enabling Tracking Categories in Unleashed's Xero integration allows you to select which additional data you want passed to Xero to enhance your Profit & Loss reporting. The following help page; Xero documentation describes how to setup the tracking categories in Xero and configure them to work with your Unleashed account. For more information on using Xero's Tracking Categories with Unleashed, see How to setup Tracking Categories with Xero.
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