This outlines How To Import Tracking Categories Into Swiftpos for the XERO Advanced interface.
Subjects ▲ ▼
About ▲ ▼
What Is Required? ▲ ▼
- The Venue for which the Tracking Categories is to be imported, must be listed in the Venue Settings tab and must be connected to XERO. Refer HERE for more information.
When Is It Used? ▲ ▼
When:
- Venues are implementing the Swiftpos XERO Advanced interface in Back Office for the first time, to interface with their XERO application.
- Venues are already using the Swiftpos XERO Advanced interface and require an up-to-date version of XERO's Tracking Categories to be imported into Swiftpos.
How To Import Tracking Categories Into Swiftpos? ▲ ▼
Do as follows:
- In the Venue Settings tab, do as follows:
- Select the Import Tracking Categories button.
- At the prompt select Yes.
- In the Venue Settings tab continued ...
- The importing of the Tracking Categories will commence.
- Once completed, the following notification will be displayed:
- In the Venue Settings tab continued ...
- If no Tracking Categories were found, a prompt similar to the one below will be displayed:
- In the Venue Settings tab continued ...
- The imported Tracking Categories will appear as columns in the Account Assignment/Mapping tabs with the columns being named, using the names given to them in XERO.
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