Once Xero is integrated with Splose, you can assign tracking categories created in Xero to locations and practitioners in Splose. Once a tracking category is assigned to a location and/or practitioner, they will be automatically synced across when emailing or marking invoices as sent.

About tracking categories and options

This information is from Xero and should be considered.

  • Xero uses tracking categories and options instead of department codes or cost centres. This keeps your chart of accounts manageable.

  • 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.

How to set up tracking categories in Xero

1. In Xero, go to Settings, then Advanced accounting and set up tracking categories.

2. Add tracking categories and category options

How to assign tracking categories for locations

1. Go to Settings, then Locations and click on a location.

2. Scroll to the Xero tracking category section and select a category from the list of categories and select a category name.

3. Repeat this for all locations.

How to assign tracking categories for practitioners

1. Go to Settings, then Users and click on a practitioner.

2. Scroll to the Xero tracking category section and select a category from the list of categories and select a category name.

3. Repeat this for all practitioners.

How it works

Now that tracking categories are set up, new invoices will include the tracking categories.

Tracking categories integrated with Splose will make it easy to access powerful reporting in Xero.

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