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Tevalis Ideas Portal
Status Under Review
Created by Guest
Created on May 28, 2025

Xero - tracking catagories for Accounts

As a Manager, I want to use tracking categories for accounts within the Xero integration, So that I can match the functionality for revenue and purchases

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  • Guest
    Apr 13, 2026

    This is critically important to me, having just added an additional revenue centre to my existing business. I now need to category track each revenue centre's income as well as the corresponding account charges within each Z-Report post to Xero. Presently, the category tracking only works for income lines and therefore I have to manually edit each and every z-report post to Xero on a daily basis to add the category tracking to each account line.