Tracking categories help you allocate costs to specific projects or segments in Xero. Once enabled, Planyard includes this data with every synced cost.

Activate tracking categories

You’ll need permission to edit company settings in Planyard to activate this feature.

Go to Company in the top menu
Select Settings
Open Integration Settings
Enable Tracking categories

Assign a tracking category to a project

Open your project and go to Settings
Click Change Tracking Category
Select the appropriate category from the dropdown
Click Save

All future costs sent from this project will include the selected tracking category in Xero.

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