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Xero Tracking Categories

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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.

Tracking Categories are created and updated from your Xero account. Only Sales and Purchases sent from Unleashed can have the tracking categories set.

Points to Note

  • Tracking Categories are case sensitive. The tracking category you add in Xero must match the options available in Unleashed. For more information, see Tracking Category Name.
  • If the Tracking Category you have selected in Unleashed has not been created in Xero, the Sales Invoice / Purchase Order passed to Xero will not fail, the Tracking Category field will be blank in Xero.
  • You cannot create / edit / delete any Xero tracking categories or category options from within Unleashed.
  • You can ONLY have 2 active tracking categories setup in Xero.

Tutorial

 

Setting Up Tracking Categories in Xero

  1. In your Xero account, go to Settings | General Settings 

  2. Click Tracking

  3. Click Add Tracking Category

  4. Complete the following fields:

Field Name Description
Tracking category name

This should match one of the following options in Unleashed. Note that you MUST enter the exact values as they are case sensitive.

  • Warehouse
  • Sales Person
  • Sales Group
  • Product Group
  • Customer Type
Note: You can create only 2 categories in Xero. These will be common for both Sales and Purchases
Category options

The category options are the values you have entered in Unleashed for the corresponding category. 

Tracking Category Name in Xero  Unleashed Configuration
Warehouse

Settings | System | Warehouses
Sales Person

Settings | System | Sales Persons
Sales Group

Settings | System | Sales Groups
Product Group

Settings | System | Product Groups
Customer Type

Settings | System | Customer Types


For example: If the Tracking category name is Warehouse, the category options will be the warehouse codes in Unleashed.
  1. Click Save. The tracking category will be added. 

Next step is to configure the required settings in your Unleashed account.

Configuring Tracking Categories in Unleashed

You can select the tracking categories you want to be displayed in your Xero invoices/purchase orders and sales journal, from the Xero Integration page in Unleashed.

 

 

  1. Go to Integration | Integration Store | Xero.
  2. Click Configuration and scroll down.
  3. Under Advanced Features, the Enable Tracking Categories option will be displayed. This option is disabled by default.
  4. Enable the toggle to view and configure the available options:
  5. Select the required values from the Tracking Category 1 and Tracking Category 2 dropdown list
  6. Select which transaction type you want the categories assigned too.
  7. Click Save Configuration.
Note: The Tracking Categories displayed in your Xero Sales invoice and Purchase bill will be the options you have configured in Xero, irrespective of the options you have selected in Unleashed and will be common for both Sales and Purchases. 

For example

Tracking Categories selected in Unleashed Tracking Categories setup in Xero
  • Sales: Warehouse and Sales Group
  • Purchases: Warehouse and Product Group
  • Warehouse
  • Sales Group

The tracking categories displayed on all Sales and Purchases will be Warehouse and Sales Group.

Tracking Category Example

The images illustrate how the selected Tracking Category will be displayed in Xero.

Sales

Purchases

 
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