Setting up Xero Tracking Categories
Tracking categories created in Xero can be mapped in DEAR. Each time data is synced from DEAR to Xero, tracking categories will be populated with mapped values from DEAR, some examples include sales rep, locations, categories etc.
1. First you will need to set up tracking parameters within Xero. Go to Settings > General Settings > Under Organisation select Tracking.
2. You will then need to navigate back to DEAR and map what information you want populated into these new tracking categories created in Xero. Go to Integration > Xero:
3. Let’s take a look now what happens when we create an invoice and Sync to Xero:
4. When we sync the invoice to Xero it will now send over Sales Representative & Location details: