Xero | Tracking Categories

1) What are xero tracking categories & why is this important
2) How to create xero tracking categories
3) Limitations of xero tracking categories
4) What do tracking categories relate to in easyemployer
5) How to import tracking categories from xero in to easyemployer

 


🔍 RELATED ARTICLES

Xero | Initial Integration Setup + Application Sync
The Organisation Structure | Cost Centre Codes

🔍 VENDOR ARTICLES

Xero Guide | Set up tracking categories
Xero Guide | Payroll tracking in Xero


 

1) What are xero tracking categories & why is this important?

Tracking categories can be assigned to an employee or an employee timesheet to track payroll expenses by employee groups or time sheets. As per the Xero guide, "Set up tracking categories to see how different areas of your business are performing (such as departments, cost centres, or locations)."

 

2) How to create xero tracking categories.

Tracking categories are created in Xero following the relevant Xero guide.  The category needs to be created, with the category options, then assigned as a payroll tracking option used in the timesheet. 

 

3) Limitations of xero tracking categories.

As Xero tracking categories are assigned to the timesheet and not the pay slip, the following limitations apply:

🡪 Leave costing cannot be tracked by tracking category as leave does not go through the Xero timesheet.
🡪 Any rate overrides that are sent directly to the pay slip, as the timesheet does not allow a rate override, will not be tracked. Cost centre reporting in easyemployer can be used.
🡪 Any role rates that are sent directly to the pay slip, as the timesheet does not allow a rate override, will not be tracked. Cost centre reporting in easyemployer can be used.
🡪 Allowances are sent directly to the pay slip, not the timesheet, and because the pay slip in Xero does not allow for tracking, allowances are not tracked.  Cost centre reporting in easyemployer can be used. 

 

4) What do tracking categories relate to in easyemployer.

Tracking categories are assigned to the cost centre field in easyemployer located on the role in the organisation structure.  See the related articles section "The Organisation Structure | Cost Centre Codes" for further information.

 

5) How to import tracking categories from xero in to easyemployer.

Once the tracking category is set up in Xero, along with the tracking category option, and assigned as a payroll tracking option for time sheets, an 'application sync' can be performed which will add the tracking category to the easyemployer cost centre code list.  From there, they can be assigned to the required role(s).  See the related articles section "Xero | Initial Integration Setup + Application Sync" for further information.

 

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