Tracking category sync from Xero to Scoro

Using tracking categories in Xero

First, you need to add tracking categories and category options in Xero (if there aren’t any yet).




Then go to the Xero integration page in Scoro and switch on the option Sync tracking categories.




The category options are then synced to Scoro as accounting objects.

You can add the default accounting object to each product under the product settings. If the product does not have an accounting object linked to it, add (or change) it directly on the invoice.




The information is synced to Xero along with the invoice.