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    Setup Tracking Categories in RMS

    Mapping the Xero Tracking Categories in RMS.


    Steps Required

    Have your System Administrator complete the following.

    1. Go to Setup > Accounting > Financial Interface in RMS.
    2. Navigate to the 'Additional Interface Codes' tab.
    3. Enter Tracking Category 1 in Additional Interface 1.
    4. Enter Tracking Category 2 in Additional Interface 2.
    5. Save/Exit.

    Visual Guide

    Go to Setup > Accounting > Financial Interface in RMS.

    Navigate to the 'Additional Interface Codes' tab.

    Enter Tracking Category 1 in Additional Interface 1.

    Enter Tracking Category 2 in Additional Interface 2.

    Select 'Save/Exit' to store the changes made.

    Financial Exports to Xero made from RMS after these changes will include the Xero Tracking Categories setup against the relevant transactions.



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