User override tracking data

A EzzyBills user can supply the tracking data, to override other tracking options.

This is done by editing the EzzyBills user profile setting data.

In the screenshot below, a user can choose a Xero tracking category/option  from a drop-down list, which is obtained from this user’s invoice history. The category/option  chosen will be applicable to all the invoices that this user is going to process until it is modified again.

This is the best option for the following two situations

  • this tracking category/option is used all the time or
  • there are no other ways to determine the tracking category/option.