If your business uses Xero for invoicing and the Xero integration is set up in Traffio, you can now assign Tracking Categories and Tracking Options to invoice line items in Traffio before pushing the invoice to Xero.
Xero supports up to two Tracking Categories per account. You must create these categories within Xero first.
Getting Started
Navigate to Billing on the sidebar
Select Invoice Cost Centres tab
Select desired Invoice Cost Centre (must have Xero as accounting package)
Enable the Add Xero Tracking Categories to Invoice line items toggle
Press Save
Press Sync with Xero to import the Tracking Categories
Setting Tracking Categories & Options
Traffio lets you assign a Tracking Category and Option to Depots and Projects. When an invoice is created, these categories will be added as columns to the invoice line items when the invoice is pushed to Xero.
For Depots
Navigate to My Company on the sidebar
Select Depots tab
Select desired Depot
Note: The depot must be linked to an Invoice Cost Centre connected to Xero
Under 'Xero Tracking Categories' select a category from the left dropdown
From the right dropdown, select an existing Tracking Option or click the + button to create a new one and push it to Xero
For Projects
Navigate to Clients on the sidebar
Select Projects tab
Select desired Project
Note: The project's client must belong to a depot which is linked to an Invoice Cost Centre connected to XeroUnder 'Xero Tracking Categories' select a category from the left dropdown.
From the right dropdown, either select an existing Tracking Option or click the + button to create a new one and push it to Xero.
Creating an Invoice
Note: When creating a new invoice for a booking, the depot's tracking categories and options will be applied based on the Invoice Cost Centre linked to the booking's depot.
If the booking's depot or project doesn't have a tracking category or option set, you will see the following warning message(s).
