Xero Tracking
Ba1ley
Expensify Customer Posts: 5 Expensify Newcomer
We have setup a Xero Tracking Category "Divison" and Options "CA or Opt". How do I get to add this Category to my expenses? We import out expenses from Expensify into XERO.
I can see that our Expensify Category goes through to Xero as the Account at line level in the Bill. But I do not know how to get the additional "division" across.
Answers
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Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify TeamHi @Ba1ley, happy to help with this. We have an article on Xero coding that covers importing tracking categories in our Help Center here.
If you navigate to your Settings > Policies > click on [company policy] > Connections tab > Configuration button > Coding tab, you'll see the settings for Tracking Categories.
Cheers!
