Xero Tracking

It is often the case that multiple invoices are all associated with different areas of your business (such as departments, cost centres, or locations). To Track this information, Xero supports tracking by allowing you insert tracking information to Xero transactions such as invoices (https://help.xero.com/au/Settings_Tracking).

When Ezzybills processes an invoice,  tracking information can also be extracted as long as such information is available on the invoice, or there are other data that can help us determine the tracking information.

We obtain tracking data in three main ways:

  1. Directly obtain tracking data from the invoice
  2. Infer tracking data from the invoice history
  3. User override tracking data
  4. Obtain tracking data based on Supplier’s contact data in Xero

In options 1 and 2,

  • we obtain PO number (or Customer number or something else equivalent) from the invoice and
  • use the PO number to determine the tracking data.

In option 4,

  •  In you Xero account, if a supplier of yours has default Purchase tracking info set, then this will get used by EzzyBills. This will override other tracking algorithms.