Overview:

Workbench can use one or both of the Tracking Categories available to record against transactions in Xero.

The two tracking categories are populated with attributes from Jobs in Workbench:

Tracking Category 1 :  Profit Centre Export Code, from the profit centre of the job 

Tracking Category 2 :  Job Group Description, from the "Export" Group Category recorded against the job 

Screen Guide:

Xero Integration

The Tracking Categories can be named as required on the Xero Integration screen.

The Tracking Categories must match exactly how they are named in Xero. Note this is case sensitive, and must match exactly how the categories are specified in Xero.

Tracking Category 1

The Profit Centres in Workbench are mapped to these options by an Export Code which can be specified on each Profit Centre in Workbench, refer Profit Centres.

Note that Export Code does not need to be the same as the Profit Centre Code itself.

If the Export Code is not populated, the Tracking Category 1 is not updated in Xero.  If Profit Centre Tracking is not required in Xero, then leave all the Profit Centre Export Codes blank.

Tracking Category 2

Another job attribute can be populated on the Tracking Category 2 by using Job Groups, refer Job Maintenance View.

If Value column is not populated, Group description will be used. Value is not mandatory. 

If a Job Group is specified on a job where the group category is "Export", then the Description of the of the Job Group is populated as Tracking Category 2.

If required, create the new "Export" Group Category in Group Category List. Then create the groups in Group List, which should match your category tracking codes in Xero.

Example of Xero Invoice with Tracking Categories

Below is an example of an AR Invoice exported to Xero with the Profit Centre Tracking Category 1 and Region Tracking Category 2 applied.

Next Steps: