Tracking categories in Xero are utilised to give you an idea of how different areas of the business are performing. You might use them to track the profit of each project, department, cost centre, or location. If you use tracking categories in Xero you're able to take advantage of extended Xero integration and map them with appropriate job fields in Streamtime 🔥

You can only have two active tracking categories in Xero, but you probably already know that 😉 When your Streamtime & Xero integration is set up, the tracking categories will be available for use.

The tracking category settings can be found within the Integrations Page under each Xero Connection. Head to Integrations > Edit Connection to open a modal as such 👇

You can now select a Streamtime field to link to your tracking category in Xero. The fields available for selection are Branch, Job Number & Job PO number.

Once saved, we'll ensure the Streamtime fields selected will be mapped with the appropriate categories in Xero when copied across.

Once your tracking categories settings are updated, you can copy expenses, Purchase Orders and Invoices across to Xero and we will ensure that the Streamtime fields are mapped with the appropriate categories in Xero. Once you click "Send to Xero", you will notice the fields in Xero will be populated with the selected fields in Streamtime, as below.