Today's tutorial covers tracking categories in Xero. Tracking categories are Xero's term for cost-centres, departments and locations. www.tallbooks.com.au info@tallbooks.com.au
Hi Jingyan, tracking categories are internal so you will see it on your side of the invoice but not theirs, you may be able to configure a custom template to show this but the standard templates keep them internal only.
Tall Books Tall Books Thans a lot for replying! Then how could l configure a custom template which could include that in the chart? As there is no a “tracking” fields in the invoice tamplate. Could you please show some details about how l could add that on please? Much appreciated!!!
this is more helpful than the Xero Central itself. Awesome. Thanks!
Very relevant and succinct
Thanks for the information, it was really helpful!
Very helpful video!!! But how to show the tracking column on the invoice for customer? Or add a column which calls unit on invoice for customer?
Hi Jingyan, tracking categories are internal so you will see it on your side of the invoice but not theirs, you may be able to configure a custom template to show this but the standard templates keep them internal only.
Tall Books Tall Books Thans a lot for replying! Then how could l configure a custom template which could include that in the chart? As there is no a “tracking” fields in the invoice tamplate. Could you please show some details about how l could add that on please? Much appreciated!!!
@@Crystal0429A try following this guide and see how you go central.xero.com/s/article/Add-move-or-remove-fields-in-custom-invoices-quotes
Tall Books Thanks a lot! That really helps!