Go to Integration | Integration Store | Xero.You can select the tracking categories you want to be displayed in your Xero invoices/purchase orders and sales journal, from the Xero Integration page in Unleashed. Configuring Tracking Categories in Unleashed Next step is to configure the required settings in your Unleashed account. Tracking Category Name in Xeroįor example: If the Tracking category name is Warehouse, the category options will be the warehouse codes in Unleashed. The category options are the values you have entered in Unleashed for the corresponding category. If you’d like to find out more about how cloud accounting software and digital tools can help you to track your business’ performance, contact us today.Note: You can create only 2 categories in Xero. These will be common for both Sales and Purchases Our cloud accounting experts in Bedfordshire, Cambridgeshire and Hertfordshire are here to help you explore what works for your business, and to ensure you’re getting the most out of your chosen software. Tracking categories can help you to do this, quickly, easily, and more importantly, consistently.įor example, if you are selling your products across a number of different platforms, you could use tracking categories to identify which platform is generating the most sales. 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. 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.
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