How Xero Tracking Codes Work
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 precedents 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.
Setting Up Xero Tracking Codes
For Items/Products
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
We would recommend that you set this up as a dropdown to follow Xero's method.
Example
In Zigaflow:
In Xero:
IMPORTANT
The names in Xero and Zigaflow must match. We recommend using underscores in the name in both systems, i.e.
XeroTracking_Revenue_Category -> Revenue_Category
Whereas this will not work (space between the names):
XeroTracking_Revenue_Category -> Revenue Category
Entering the Codes
As with other custom fields, these can be updated in item edits, imports, and on quotations, invoices, etc.
For Invoices
Set up the fields in Cog -> Custom Fields -> Invoices in the same way as above.