Tracking Categories / Classes

Tracking Categories / Classes

Set up tracking categories for Journal entries when integrating with Xero

Note: before you begin setting up tracking categories, we recommend involving your organization’s payroll administrators, accountants, and bookkeepers in the process.

To assign tracking categories to departments:

1. Click on the desired payroll instruction on the left




2. Search and select the desired debit account for the payroll instruction. Debit accounts are still required for all mappings.




3. Click "Apply tracking categories"




4. Select the department and the tracking category. The available options are based on the tracking categories imported from Xero. The mapping will auto-save.

Please note that tracking categories and department overrides cannot be both applied at the same time to a payroll instruction.

Mappings that do not include a tracking category will still function correctly but may have less detailed reporting in Xero.



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