Tracking Categories
Information on setting up Xero Tracking Categories in RMS.
Tracking Categories in Xero provide properties the ability to group transactions by customised reporting preferences.
These Tracking Categories and sub-categories can be setup in RMS to be included in the exported file to Xero against all relevant transactions.
To utilise Xero Tracking Categories with RMS the following setup is required:
- Setup Xero Tracking Categories & Sub Categories in Xero
- Setup T-Codes in RMS
- Setup Tracking Categories in RMS.