Xero: Setting Up Tracking Categories

Xero: Setting Up Tracking Categories


Tracking categories wthin Xero let you add extra metadata to each transaction line. For example, on an invoice, you can assign a matter code to each line item, allowing you to analyse data at a matter level when reviewing information in Xero. This also enables you to include matter reference information on bank transactions recorded through the Client/Trust account in Matters.Cloud.

Use of tracking categories within Xero can have performance implications on the speed of reports and enquireis, and Xero recommend you have no more than 100 active tracking options for each tracking category at any one time. This helps reports load more quickly.

Setting Up A Tracking Category

Follow the below steps when logged into Xero as an Administrator:
  1. In the Accounting menu, select Advanced, then click Tracking categories.
  2. Click the Add Tracking Category button.
  3. Under Tracking category name, enter Matter as the name of the tracking category. 
  4. Click the Save button.
You do not need to create the Tracking category options as these will be automatically created whenever a new matter is created, and set to inactive when a matter is closed. If you have been using Matters.Cloud for sometime and would like assistance with creating Tracking category options for your existing matters, please contact support@matters.cloud or speak with your implementation partner.

Configure Integration Settings

Step 1: Access The Integrations Portal

The integrations portal allows you to configure integrations with common cloud-based platforms.
To access the portal simply select Setup > Integrations and locate the following tile:

Click the Settings button on the Xero tile and select the Tracking category created above before clicking the Submit button.

Xero Articles

The following knowledge base article from Xero provides further information about use of Tracking categories:

    • Related Articles

    • Xero: Setting Up Your Integration

      Introduction Welcome to the this introductory guide to integrating Matters.Cloud with Xero. This step-by-step tutorial is designed to help you set up a seamless connection between the two platforms, allowing for efficient data synchronisation and ...
    • Xero: Guide To Bank Reconciliation

      Introduction Bank reconciliation is a critical process for maintaining accurate financial records, especially when integrating Matters.Cloud with Xero. This guide provides a detailed overview of reconciling bank accounts when using both platforms, ...
    • Xero: What Fields Do You Sync?

      Introduction In this article, we explore the data fields shared between Matters.Cloud and Xero during integration. Understanding which fields are included is essential for ensuring seamless data synchronisation, accurate reporting, and a streamlined ...
    • Xero: Setting Up Your Initial Data

      Introduction There are two options when setting up your initial integration with Xero: Import existing Customers from Xero into Matters.Cloud Export existing Clients and Invoices from Matters.Cloud to Xero Option 1: Import From Xero If you are an ...
    • Xero: Importing Invoice Payments

      Introduction Integrating Matters.Cloud with Xero enables seamless importation of invoice payments, whether they are automatically reconciled or manually entered in Xero. This guide will walk you through the process of importing these payments into ...