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How to sync tracking categories/locations?
How to sync tracking categories/locations?

This guide explains how to enable and use tracking categories from Xero in ProcureDesk.

Updated over 2 months ago

Prerequisites

Before you begin, make sure:

  • You have the admin role.

Step-by-Step Instructions

Step 1: Access Admin Console

  • Log in and navigate to the admin console.

Step 2: Enable Tracking Category

  • Navigate to Configurations -> Company Settings -> General and check the "Enable Tracking Category/Dimension" option.

Step 3: Import Tracking Categories

  • Go to Configurations and click on Tracking Categories.

Step 4: Import Data from Xero

  • Click on "Import" to import the tracking categories from Xero.

Once the data is imported, tracking categories will be available in the purchase order and invoice line item.

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