To use this feature you will need to setup tracking categories in Xero. These are normally created as part of your Xero initial setup. Please check with your internal Xero team before you change any existing options shown.

Create tracking categories by:

  • Logging into Xero.
  • Go to the Settings > General Settings menu option.
  • Select Tracking from the list.
  • Choose to add or rename an existing tracking category.
  • Add the required category options.

    • Tip: When you next re-open Xero Connect these updated tracking categories will be shown.

    Example 1 - Office Location

    Setup tracking categories for each of the multi office locations that exist in Synergy. Adding this detail allows you to report in Xero on the invoice revenue or expenses for each of your office locations.

    *Multi office is an add on module for Synergy Enterprise clients.

    Click the images above to view a the Synergy Office locations that are also setup as tracking categories.

    Example 2 - Project Attributes

    Setup a tracking category that is setup for a Synergy Attribute to record. In the example below the Project Market Sector attribute from Synergy has been created as a Xero Tracking category. Some of the category options have been named slightly differently in Xero vs Synergy, and other options from Synergy have not been included in Xero. These differences in naming are allowed and are resolved in the Xero Connect Wizard when configuring the mapping options.

    Click the image above to view a Synergy Project Attribute tracking category setup.

    ncG1vJloZp6klZa%2Fr7XNoKmeq5%2Bqv6Sx0meZpaeSY7CwvsRnrqKmlKTEtHrNnqtom5ykwqW0xKWnaHyVqLi1u89oeqimpJq7tXuiqKWnnZOpfJmx0ahkraqRmLiqusZnn62l