Xero | Tracking Categories*

This guide contains the following information:

  • Xero resources
  • What are Xero tracking categories
  • How to create Xero tracking categories
  • Limitations of Xero tracking categories
  • What do they relate to in easyemployer?
  • How to import tracking categories from Xero

 

Xero resources

Set up tracking categories

Payroll tracking in Xero

 

What are Xero tracking categories

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)."

Tracking categories can be assigned to an employee or an employee timesheet to track payroll expenses by employee groups or timesheets.

 

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. 

 

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. 

 

What do they 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 following guide: The organisation structure - cost centre codes

 

How to import tracking categories from Xero into easyemployer

Once the tracking category is set up in Xero, along with the tracking category option, and assigned as a payroll tracking option for timesheets, a 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 following guide: Xero - synchronisation

 

Have more questions? Submit a request
Powered by Zendesk