Are Xero Tracking Categories supported?

Yes – you can use the fmAccounting Link file to download Tracking Categories from Xero, as well as create new Tracking Categories and Tracking Category Options. The fmAccounting Link file also has examples for deleting a Tracking Category or Tracking Category Option. You can also add up to 2 Tracking Categories to the following items in the fmAccounting Link file:

  • Invoices
  • Bills
  • Purchase Orders
  • Overpayments
  • Prepayments
  • Receipts
  • Timesheets

As Tracking Categories are optional in Xero and not used by all Xero users we haven’t added them to the standard form view layouts, but you can find the Tracking Category examples on these layouts:

  • Invoices Form Tracking
  • Bills Form Tracking
  • Overpayments Form Tracking
  • PurchaseOrders Form Tracking
  • Prepayments Form
  • Receipts Form Tracking
  • Timesheets Form Tracking

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