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Bookkeep now supports selecting a tracking category for your journal entries to enable better reporting and tracking within Xero
Tracking categories in Xero enable the following:- Set up tracking categories to see how different areas of your business are performing (such as departments, cost centers, or locations).
- This way, your reports help you make proactive business decisions.
To learn more about setting up tracking categories in Xero, visit here.
Bookkeep now enables you to select a tracking category for each journal posting to Xero. To select a tracking category in Bookkeep, you must have connected your Xero account as well as the financial apps providing the data to be synced into Xero.
Once everything is connected, you can visit the My Apps tab on the Connection page. Here you will select the tracking category on the mapping view, found by selecting "Map" for a specific journal entry (For example, below Map is visible for the Sales Summary and Deposit journal entries):
On the mapping view if you scroll toward the bottom, you will see the tracking category dropdown if you have tracking categories present in Xero:
After selecting a tracking category, this column will be populated in Xero. In our example, we chose "OH" for the tracking category called "Location":
Therefore, the journal entry in Xero looks like the following with the Location column filled with "OH":
If you have any questions, contact support@bookkeep.com.