![]() ![]() How can tracking categories help your business?Īs with most of our cloud accounting tips and tricks to date, it’s all about saving you time and delivering ‘of the moment’ data to help you make efficiencies within your business, as well as better informed business decisions.īeing able to track your business’ performance, as a whole and in respect of its constituent parts, is vital if you are to succeed. Budget and Payroll reports can also be filtered by tracking category. Report will display a summary of total sales for each tracking option e.g., North, South, East, WestĪs well as this, tracking columns can be added to balance sheet and profit & loss reports.Select the Tracking category e.g., location.Select the account type you want to view e.g., sales, cost of sales, expenses.Go to Reports > Financial Performance > Tracking summary, then: You can have up to two active tracking categories (i.e., Location) and up to 100 tracking options per category (i.e., North, South, East, West). You can then enter your various tracking options under ‘Category options’. You’ll see a button that allows you to ‘+ Add’ a tracking category, and to name it accordingly. To set up tracking categories you will need to go to Accounting > Advanced > Tracking categories. Tracking ‘options’ can be added to new and old transactions, bank transfers, fixed assets, budgets, contacts and payroll expenses. Tracking categories, in this instance, replace the need for department codes or cost centres and you might find them useful if, for example, you’re a retail business with stores throughout the UK or a construction business needing to track commercial vs residential work. Navigate to Settings, click Additional Items (or Registration Pricing)įind the “ Xero tracking option” field and select your tracking code.If you are running a multi-departmental business, or one that has premises in a number of different locations, using tracking categories within Xero can enable you to track key metrics (i.e., sales and costs), for a distinct group/s, and to understand how these different areas of your operation are performing. How To Assign a Xero Tracking Code to a Registration Booking Item or Additional Item Inside Enrolmy ![]() Navigate to Settings, click Session Pricingįind the “ Xero tracking option” field and select the appropriate tracking code for this activity session. To ensure that every line item on a new invoice or credit note that is associated with an activity has the correct activity tracking, you will need to: How To Assign Your Activity Type Tracking Codes Inside Enrolmy Scroll to the “ Xero tracking option” field and select your tracking code for that venue To ensure that every line item on a new invoice or credit note that is associated with an activity has the correct venue tracking, you will need to: How To Assign Your Venue Tracking Code Inside Enrolmy ![]() Therefore, whenever tracking codes are created or edited in Xero, you will need to update your Enrolmy Chart of Accounts. Xero Tracking Codes are pulled directly from Xero into your Enrolmy Account. ![]()
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