Xero Tracking Categories - Cost Centre and Profit Centre Alternative

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Learn how to use tracking categories in Xero, which is their version of cost centres or profit centres.
Timestamps:
00:00 Xero Tracking Categories - Cost Centre and Profit Centre Alternative
00:44 Tracking Categories - Names and Options
02:07 How to Add Tracking Categories
03:04 Tracking Categories Limit
03:58 Tracking Categories in Invoices and Bills
06:07 Tracking Categories in Reports

[@user-fc2wr6gm6k]

Thank you very much. .

[@mohammadjahanzaib5071]

Hello Mark
Thank you for your the wonderful video, what to do incase we have three categories and more than 100 (category options) entries in each category ?

[@astreluk]

Thanks for the very helpful video! I noticed that you were adding the tracking options on the old invoice layout (prompts at the top and bottom were inviting you to use the new one instead). I've been trying to add tracking to the new layout, but without success. Do you know a way to do this, or can you only add tracking using the old invoice layout? Many thanks

[@TheBookkeepingChannel]

👉 Master Xero without getting stuck with The Ultimate Xero Course for Australia: bit.ly/4e4MghD
►► Do you wish you could get step-by-step instructions for setting up and using Xero quickly and easily?
►► Do you want clear explanations in plain English with all the information in one place?
►► Do you want to feel confident that you’re doing it right?
🚀 Then check out the step-by-step program for business owners to master Xero without getting stuck: bit.ly/4e4MghD

[@mathewmcdonald6091]

Hello Mark, very helpful video. Is it possible to import a Bill or Invoice with the Categories already added or is it only possible manually on in Xero?

[@mikehudson9620]

Good video. Thanks. Can you add Tracking Categories to multiple item in one process. Ie I have 30-40 costs that need to be flagged to one Tracking Category. But at present it looks like I need to visit each cost and add the Tracking. Very time consuming.

[@tajiunkhor7533]

Hi, how can I give access right to user to add tracking categories? without being an adviser?

[@chintanshah6790]

Hello Mark, thanks for sharing such informative stuff. Can you please let me know that whether tracking categories would work for expenses too if I directly record them on cash basis from bank reconciliation screen? As in will I get option to mark transaction against for which category it belongs? Further whether the same option will be under Manual journals too if in case I record any transaction by Journal?
Thanks Mark

[@TheBookkeepingChannel]

Yes Tracking Categories can be selected for expenes on the bank reconciliation screen and you can do the same when posting manual journals.

[@chintanshah6790]

@@TheBookkeepingChannel Noted.
Thanks for the reply Mark

[@sandycrompton7305]

Hi Mark
Can tracking be used within payroll timesheets?

[@TheBookkeepingChannel]

You can assign tracking to an employee but not a specific timesheet.