This article assumes you have created Tracking Categories in Xero. Click here to learn more about creating Tracking Categories in Xero.
This feature is designed to apply Xero's tracking categories to the invoices and payments that are created in Xero as a part of the sync process.
To configure which tracking category to apply when syncing PracSuite data to Xero, go to Settings > Integrations > Xero and select your Xero organisation in the main grid.
Under the Businesses heading, choose which Tracking Category to apply to the invoices and payments that are created in Xero as a part of the sync process. In the example below, we have created a Tracking Category in Xero called Business, with options below representing each business in PracSuite.
If you do not see any tracking categories in the drop-down list, ensure that you have created tracking categories in your Xero account.
Click Save to finalise your changes.
Once configured, the selected Tracking Category will be applied to the invoices created in Xero.
