Step-by-Step Instructions
How Tracking Categories Are Applied to Invoices
Once the tracking categories have been mapped out you will be able to see on on the ‘Billing Plan’ screen the invoice preview which will be transferred to Xero.
This will show the individual line items and which category they will be assigned to in Xero
In some instances more than one category will show next to each line item, however Xero supports a maximum of two tracking categories per line item, so if all three are used:
Client Tracking, if set, will always be included.
Service Tracking, if set, will always be included.
Client Owner Tracking, if set, will only be included if one of the above are not used.
How It Displays in Xero
The tracking category information will be visible on the invoice in your Xero account, allowing you to easily filter and run detailed reports.
On the Invoice: When you view an invoice in Xero that was sent from Socket, you will see the tracking category and its assigned option next to each line item.
In Reporting: In Xero, you can use the tracking category as a filter for your reports.
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