Xero tracking categories

Last updated on Mar 09, 2021


Tracking categories allow you to tag your expenses in Xero with up to two categories which you can use for reporting and tracking purposes.

Managing tracking categories

To turn on tracking categories in your Receipt Stash account, navigate to Setup > App Integration and click on the Settings button in the Xero panel.

Xero settings button

Turn on the Use Xero Tracking Categories setting, and then click the green Save Changes button at the bottom of the Preferences tab.

Xero tracking categories setting

Any tracking categories you have set up in Xero will be synced into your project list in Receipt Stash. Any existing projects you had will no longer be visible while you're using Xero tracking categories.

Xero tracking category list

Changes to your tracking category list must be made in your Xero account, and synced into your Receipt Stash account.

Using tracking categories

Use the Project and Project 2 fields to tag receipts with up to two tracking categories. These will be applied in Xero once you export the receipt.

Xero project selection