If your business uses Xero for invoicing and you have the Xero integration set up in Traffio, you can now apply Tracking Categories & Tracking Options to Invoice line-items in Traffio before pushing the Invoice across to Xero.
Xero allows you to have a maximum of two Tracking Categories within your account. You must first create these Categories within Xero.
Getting Started
Navigate to Billing on the left tab bar
Select Invoice Cost Centres
Click on your Xero Cost Centre
Under 'Xero Specific Settings' 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 allows you to set a Tracking Category & Option for Depots and Projects. Then when an Invoice is created, these will be added as columns to the Invoice's line-items when the Invoice is pushed to Xero.
For Depots
Navigate to My Company on the left tab bar
Select Depots
Click on a Depot
Note: The depot must be linked to an Invoice Cost Centre connected to Xero
4. Under 'Xero Tracking Categories' select a category from the left dropdown.
5. From the right dropdown, either 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 left tab bar
Select Projects
Click on a Project
Note: The project's client must belong to a depot which is linked to an Invoice Cost Centre connected to Xero
4. Under 'Xero Tracking Categories' select a category from the left dropdown.
5. 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 tracking categories & options applied will come from the Invoice Cost Centre which is linked to the booking's depot.
If the booking's depot or project don't have a tracking category or option set, you will see the below warning message(s).
