Xero Tracking Categories

Follow

If you use Xero tracking categories and your FlexiTime account is linked to Xero, FlexiTime can assign Payroll costs and Billing revenue to tracking categories when bills and invoices are sent through to Xero.

To set up tracking categories in FlexiTime, go to Setup > Company Settings > Connect. If you had active tracking categories in Xero when your account was linked to FlexiTime, your tracking categories will already be listed.  If not, click Refresh to retrieve your tracking categories from Xero.

xero_tracking.png

 

From the dropdown fields, you can choose the FlexiTime location that Xero will source tracking category information from.  How you set those sources will depend on how the information should be tracked:

 

Payroll Sources

Employees

This approach would typically be used if your tracking category is relatively fixed, where each employee's costs will go to only one tracking category option. Common examples are tracking by department or region.

If payroll tracking code sources are set to Employees, go to Setup > Employees and edit each employee. Under the Employment tab, you will be able to select the tracking category destination. 

xero_tracking_2.png

 

Pay Codes

This approach would typically be used where your employees do work across multiple areas that you have set up as tracking categories. Common examples are locations or departments, where employees move around between those areas.

If payroll tracking code sources are set to Pay Codes, go to Setup > Pay Codes and edit each Pay Code. Depending on the tracking categories you're using, and how you run your payroll system, you may need to create custom Pay Codes. For more information, see the support article on maintaining Pay Codes. 

xero_tracking.png

 

Jobs

This method is used to allow tracking to more dynamic tracking categories that may change frequently for example events for an event management company, or productions for a theatre.

If payroll tracking code sources are set to Jobs, go to the Jobs tab and edit each job. Enter the relevant tracking code destination in the Job Summary field. For more information on using jobs with tracking categories, see this article.

 

Invoice Sources

Invoice sources will only be available if your FlexiTime account includes Billing.

Clients

This approach is used when all sales to each client are to be tracked to a single option. Common examples are when you're tracking revenue against the various sectors / industries of your clients.

If invoice tracking code sources are set to Clients, go to Setup > Clients and edit each client. Under the Client Details tab, you will be able to select the tracking category destination. 

 

Charge Types

This approach is used the sales to one client may need to be split across multiple tracking options.

If invoice tracking code sources are set to Charge Types, go to Setup > Charge Types and edit each Charge Type. Depending on the tracking categories you're using, and how you run your payroll system, you may need to create custom Charge Types. For more information, see the Charge Types section of the Billing support article.

Xero_Intigration_-_charge_type.png

 

Have more questions? Submit a request

Comments

Powered by Zendesk