How to use tracking categories from Xero

Tracking categories help you allocate costs to specific projects or segments in Xero. Once enabled, Planyard includes this data with every synced cost.

Activate tracking categories

You’ll need permission to edit company settings in Planyard to activate this feature.

1. Go to Company in the top menu
2. Select Settings
3. Open Integration Settings
4. Enable Tracking categories

Assign a tracking category to a project

1. Open your project and go to Settings
2. Click Change Tracking Category
3. Select the appropriate category from the dropdown
4. Click Save

All future costs sent from this project will include the selected tracking category in Xero.