Xero tracking categories sync automatically with Dext after you connect your Xero account. You can assign them to documents and use Smart Suggestions to speed up coding.
Note: This relates to Xero tracking categories only. It does not apply to the Xero Projects add-on.
Where to find tracking categories in Xero
Tracking categories are created and managed in Xero, not in Dext.
To find tracking categories in Xero:
Go to Accounting.
Select Accounting settings.
Choose Tracking categories.
Xero tracking category limits
Xero allows a maximum of 4 tracking categories in total. Only 2 of these can be active at the same time.
You cannot create a new tracking category until an existing one has been archived or deleted.
Important: Dext only pulls the 2 active tracking categories from Xero.
How tracking categories sync to Dext
When you connect Dext to Xero, Dext imports your 2 active tracking categories and their options automatically.
The names of the lists in Dext match the names of the main tracking categories in Xero. For example:
If your Xero categories are called Properties and Units
The lists in Dext will also be called Properties and Units
The entries within those lists are the individual category options created in Xero (for example, Property1, Property2, Unit A, Unit B).
If you rename a tracking category or option in Xero, refresh the lists in Dext to pull the updated names.
Where to find tracking categories in Dext
You can view and refresh your Xero tracking categories in Dext from the Lists section in Business settings.
To find your synced tracking categories:
Go to Business settings.
Select Lists.
Locate your Xero tracking category lists.
Reload the lists if you’ve made changes in Xero.
How to assign a tracking category to a document
You can assign a synced Xero tracking category to any submitted document from the item details page.
To assign a tracking category:
Open a document.
Go to the relevant tracking category field.
Select the correct option from the dropdown list.
Save or publish the document.
Tip: You can use supplier rules to apply tracking categories automatically to documents from specific suppliers. See How to use supplier and customer rules in Dext for step-by-step instructions:
How Smart Suggestions work for tracking categories
Dext can automatically suggest tracking category options based on:
The content of your document
How you've previously coded similar documents
When a match is detected, a recommendation appears below the tracking category field. You can select this suggestion to apply it instantly.
For more details, see What are Smart Suggestions in Dext?.