Before you can set up Xero tracking categories, you must have your Xero account successfully integrated with Socket, for information on how to do this see this Xero Integration article.
Step-by-Step Instructions
Set up Tracking Categories in Xero: You must first create your tracking categories in your Xero account.
In Xero, go to the Accounting menu, select Advanced, and then click on Tracking Categories.
Click Add Tracking Category and enter the name and options. For example, you might create a category called "Office" with options like "North" and "South."
Multiple tracking categories can be set up if needed, you don’t have to just have one!
Assign Tracking Categories to a client in Socket: This will categorise any items associated with that client within Socket.
Select ‘Clients’ from the side menu and then choose the client you want to assign a category to.
Choose the ‘Invoicing’ tab within the client record.
Use the ‘Tracking Category’ drop down menu to select which category you want to assign to this client.
Assign Tracking Categories to a team member in Socket: This will categorise any items linked to your team member as a ‘Client Owner'.
Select ‘Practice Settings’ from the side menu and then choose ‘Manage Team’.
This will display your current team set up on Socket, select a team member to edit their details.
Use the ‘Tracking Category’ drop down menu to select which category you want to assign to this team member.
Assign Tracking Categories to services in Socket: This will categorise any items linked to a specific service when using this service in Socket.
Select ‘Services & Pricing’ from the side menu and then choose your pricing menu.
Scroll to locate the service you are looking to add tracking to, and use the expand button to display more details.
Choose ‘Edit’ next to the tracking category heading and then use the drop down menu to select which category you want to assign to this service.
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