Xero Tracking Categories

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When you switch on the add-on for Xero Tracking Categories, you will see an extra tab when you create/open a job -- so you'll have the Job Details, Quotes & Invoicing, and the extra tab 'Custom Fields' for Xero Tracking Categories as shown below.

Xero has tracking categories that help identify invoices for reporting. This add-on allows you to set jobs with a tracking category in ServiceM8 that will be set to in Xero.

To activate this add-on, go to Settings

To activate this add-on, go to Settings

Click ServiceM8 Add-ons

Click ServiceM8 Add-ons

From the ServiceM8 Add-ons page, scroll down until you find the Xero Tracking Categories add-on.

Click the switch button to activate Xero Tracking Categories add-on

Click the switch button to activate Xero Tracking Categories add-on

Xero Tracking categories only sync over once a day, so any changes to Xero will take up to 24 hours to appear in ServiceM8.

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