Xero Tracking Categories – Xero has updated its API recently meaning we can now offer tracking categories in Synergy Connect for Xero. These work a bit like a Synergy attributes – i.e. you can map data to be used as categories/’attributes’ in Xero. This update to Synergy Connect for Xero allows architects, engineers and designers to map Synergy Practice Management details (like Project, Project Manager, Sub Project or contact details) to Xero tracking categories and view the tracking category details in the Synergy Connect preview window.

1. What’s New
Synergy 4.8.7 Release
Xero Connect – Xero Tracking Categories

2. Xero Connect
Xero Tracking Categories
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Xero Connect now allows you to add up to two tracking
categories when you use Xero Connect to transfer:
1. Invoices
2. Credit Notes
3. Supplier Expenses
4. Staff Expenses
•
Xero Connect
Map what data is transferred from Synergy to the Xero
Tracking Category in the Connect Settings Wizard.

3. Xero Connect
Xero Tracking Categories
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•
Xero Connect
Xero allows you to create two tracking categories (codes).
Setup in General Settings > Tracking

4. Xero Connect
Tracking Category Mapping
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Xero Connect settings allow you map which Synergy data will
use each Xero tracking category option.
•
Map the following Synergy data to a tracking category:
1. Project - Office, Attribute (list or drop-down), or Project Manager
2. Sub Project – Sub Project Manager, Attribute (list or dropdown), Cost Centre, or Discipline.
3. Contact - Contact Account Manager
Xero Connect

5. Xero Connect
Tracking in Xero Preview
•
View the tracking details selected in the mapping settings
within each of the the Connect Preview tabs
1. Invoice Lines
2. Credit Lines
3. Supplier Expense Lines
4. Staff Expense Lines
Xero Connect

6. Xero Connect
Tracking Categories in Xero
•
•
Xero Connect
Tracking categories are shown on invoice or expense lines.
Details are populated if the mapping is setup in the Synergy
Connect Wizard.

7. Xero Connect
Xero Reports with Tracking
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Details of Xero tracking are available in Xero help at:
https://help.xero.com/au/#Settings_Tracking
•
Xero Connect
Report on a revenue breakdown in using tracking categories.
Try it out in the Xero Profit and Loss Report, Account
Transactions Report, Tracking Summary Report and more…

8. Xero Connect
Are you using Xero?
Contact the Synergy support team to find out:
•
How to sign-up for Xero Connect.
•
Request training on how to use Xero Connect.
Find out more about Xero cloud accounting at: www.xero.com
Xero Connect

9. Questions?
Call the Synergy Support Team
on +61 2 8197 9000
Click here to find out more about Xero Connect
http://www.totalsynergy.com.au/community/
partners/synergy-connect-for-xero