Tracking Categories

Tracking Categories

Tracking Categories

Tracking in Xero lets you see how different areas of your business are performing. This means you don’t need individual account codes for different parts of the business (such as departments, cost centers, or locations), keeping your chart of accounts manageable. his way, your reports help you make proactive business decisions.

You can have two active tracking categories. You can have up to 100 tracking options for each tracking category. A tracking category needs at least one tracking option to assign tracking to a transaction.

Set up a tracking category with tracking options

You can set up a tracking category with tracking options however you want, so we'll use an example to show you how it works.

Let's say you're a business with seven work locations. You can track sales at each location by setting up a tracking category with tracking options for each location.

  • In the Accounting menu, select Advanced, then click Tracking categories.
  • Click + Add Tracking Category.
  • Under Tracking category name, enter the name of the tracking category. Enter your tracking option names under Category options.
  • Click Save.

Once a tracking category has been set up, you can add new tracking options when creating transactions. To do this, click into the tracking field, then click on the arrow and select +Add new tracking option.

Review reports by tracking category

It is possible to review and filter reports by tracking category and category option to see the performance of different areas of your business.

    • Related Articles

    • Serial Number Tracking

      About Serial Number Tracking The Serial Number Tracking feature enables you to store serial numbers in Unleashed and attach them to related products. You have the ability mark specified products as 'Serialized', and then track those 'Serialized' ...
    • Batch Number Tracking

      About Batch Number Tracking Batch Number Tracking allows you to track a batch of products from its creation, right through to its sale. Batch Number Tracking can be used with any assembly in Unleashed; this enables continuous monitoring of a ...
    • Adding Product Categories

      Before adding the products, we need to add the categories so products are organized. You can set a tax rate, course number, print template, and modifiers for each individual product but with category, you can set all these at once for all products ...
    • HTTP Basic Auth deprecation

      Note: If you're not a developer and you don't have any integrations/addons then you probably don't need to worry about this! If you're unsure, read on to learn more. What is HTTP Basic Authentication? HTTP Basic Authentication is a mechanism used to ...
    • Per Warehouse Controls

      About Per Warehouse Controls The Per Warehouse Controls feature enables you to; Set up minimum and maximum levels for your product on each of your warehouses. These levels can trigger alerts shown on the dashboard and the reorder report (i.e. high or ...