Product Updates

Xero Tracking Categories

Introducing Xero Tracking Categories We recently launched additional improvements to our Xero integration that all of our customers can start taking advantage of today. In addition to getting financial metrics and chart of accounts metrics from…

Introducing Xero Tracking Categories

We recently launched additional improvements to our Xero integration that all of our customers can start taking advantage of today.

In addition to getting financial metrics and chart of accounts metrics from Xero, you can now filter any of your metrics your respective Xero tracking categories.

xero tracking categories

It’s as simple as selecting a metric and then clicking the drop down to apply the tracking category. You can add as many of the same metrics as you’d like. E.g. if you wanted Revenue across all of your sales regions you can bring those in!

configure xero tracking categories

Protip: Transform your Xero Tracking Categories with our formula builder.

You can read more about the Xero tracking categories in this knowledge base article. Questions? Send us an email.

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