Using Xero Tracking Categories
Xero tracking categories are set on the items, not on the overall invoice. However, in Zigaflow, you can set up the tracking codes on the invoice header as a custom field. When the invoice is exported to Xero, it will update all the line items with the codes. If you set up the codes on the Items, then these will be used. The precedence are:
Header => Tracking code: XXX
LineItem => Tracking code: YYY
The line item takes precedence, so it will use YYY but where
Header => Tracking code: XXX
LineItem => Tracking code
It will apply XXX to the line item tracking codes.
You can set up two tracking code fields in Zigaflow that will be pushed over to Xero.
To set up a tracking code field:
Click on Configure -> Items
Select Custom Item Fields
Click '+New Custom Field'
Make sure the tag for the field is made up of:
XeroTracking_XXXX
Where XXXX is the name of the field in Xero. In the demo account for Xero, the tracking code is called 'Region', so in Zigaflow, it should be:
XeroTracking_Region
You may wish to set this up as a dropdown to match the way that Xero works.
The codes will be visible in the line items for the invoices, POs, etc., if you have set them to be visible in those modules.
When a PO or Sales invoice is pushed to Xero, the code will also be copied across.
If the name of the code is not recognized by Xero it will ignore it.
To set up tracking fields against the invoice, set up the fields in Cog -> Custom Fields -> Invoices