How to add Xero tracking to an Activity with Synced Invoices and Prepayments
Scenarios:
You wish to add Xero tracking to your activity and invoices/prepayments have been generated
This document assumes you know the following:
You have an active Xero account connected to Enrolmy
You are a proficient Xero user
You are a proficient Enrolmy user
How To Add Xero Tracking to your Activity
Edit your activity
Scroll down to "Invoice Settings" and select "Show Advanced Options"
Select your desired "Xero tracking option"
How To Add Xero Tracking to your Financial Documents in Xero
If Xero tracking is not added when an invoice is synced to Xero - these will not be updated retrospectively.
The advise from Xero is as follows:
Warning
Only use find and recode if you're an accountant or bookkeeper, or have experience with recoding. Recoding can result in significant changes to accounts and reports.
See the Xero Find and Recode helpguide here
If you are not confident with Find and Recode in Xero - you will need to add the required tracking to each financial document manually.
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