Xero Tracking Categories

Yordex can send Tracking Categories to Xero when syncing.

To set this up, you will first need to set up Cost Allocation groupings. When syncing with Xero, we will send these cost allocation groupings as your tracking category.

Let's look at an example. Let's say the cost allocation of an expense is:

• Department: Marketing
• Budget Line: 400 - Advertising & Marketing

Where "Department" is your Cost Allocation grouping.

This expense will be synced to Xero as:

• Account: 400 - Advertising & Marketing
• Tracking Category "Department": Marketing

Xero only allows us to send up to two tracking categories so if you have many levels of cost allocation groupings, only the two groupings just above the Account level will be sent to Xero.

You need to give the cost allocation groupings in Yordex exactly the same name as your Xero Tracking Categories. In this example, if no "Department" tracking category with value "Marketing" exists in Xero, the tracking category will not be synced.