Tracking categories let you organise and report on costs in more detail within Practice Connect. You can create custom tracking categories to match your reporting needs in Xero Practice Manager (XPM).
Steps to create a tracking category
Go to Practice Connect > Setup.
Select Define Job Settings.
Scroll down to the Tracking Category section.
Click Add Tracking Category.
Enter the category name (ensure this matches exactly with the category name in XPM to avoid sync errors).
Save your changes.
Things to keep in mind
Any new tracking categories created here will only apply to new costs.
If you need to update existing costs with a new tracking category, raise a ticket with our support team.
Categories must match exactly with the names in XPM for syncing to work properly.