Assign / Map XERO Tracking Categories

This outlines how to Assign/Map XERO Tracking Categories in swiftpos for the XERO Pro GL Interface.

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Subjects      ▼

• When Is It Required?
• What Is Required?
• How To Assign/Map XERO Tracking Categories?

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When Is It Required?      ▲ ▼

When:

• Venues are implementing the swiftpos XERO Pro GL Interface in Back Office for the first time, to interface with their XERO application.
• Venues are already using the swiftpos XERO Pro GL Interface in Back Office and have imported an up to date version of XERO's Tracking Categories. Refer to How To Import The Chart Of Tracking Categories Into SwiftPOS for more information.

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What Is Required?      ▲ ▼

• The Venue's Location Group (Venue) for which the Tracking Categories is to be imported, must be listed in the Location Group Settings tab and must be connected to XERO. Refer to How To Add And Configure A Location Group To Connect To XERO for more information.

• For sites that are making use of the swiftpos XERO PRO feature for the first time, and wanting to make use of XERO's Tracking Categories, then ensure Tracking Categories have been configured in XERO*. Refer to XERO Articles on Tracking Categories for more information.
• Import the Tracking Categories for each of the Location Groups listed in the Location Group Settings tab. Refer to How To Import The Chart Of Tracking Categories Into SwiftPOS for more information.

* It may be necessary to enlist the assistance/expertise of an accountant to ensure that in XERO, all Tracking Categories are correct and appropriately configured for the Venue. Also, that all Tracking Category assignments/mappings are done in the Account assignment/mapping tabs are correct.

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How To Assign / Map XERO Tracking Categories?      ▲ ▼

Do as follows:

• In Data Export > Data Portal > XERO Pro GL Interface > Settings:
  • In each of the Account Assignment/Mapping tabs (located to the right of the Accounts tab), do as follows:
    • Use the Tracking Category drop down lists associated with each row listed in the grid, and select the appropriate XERO Tracking Category.
    • Select Save to save the changes.
    • Repeat the above for each of the Account Assignment/Mapping tabs where appropriate.

End of article.      ▲