- Owner Level
- Product Category Level
Before you can start tacking product categories you need to ensure that you have set up your configuration for Xero and ConnectWise. The below links will walk you through this process.
Set up tracking categories to monitor different areas of your business: https://help.xero.com/au/Settings_Tracking
GL Accounts Setup Table: https://docs.connectwise.com/ConnectWise_Documentation/090/020/080/020
Accounting Package Setup Table: https://docs.connectwise.com/ConnectWise_Documentation/090/020/080/010
To Enable Tracking:
1. Log into Wise-Sync
2. Click on Companies
3. Click on your Company Name
4. Click Xero Tracking Tab
5. Tick the Check Box for: Enable tracking categories. Select this option to enable Tracking Categories to be updated on the invoice lines. Before enabling ensure that your Xero Organisation has Tracking enable, that Tracking Categories are defined in your Wise-Sync Account Setup and that Tracking Classes have been configured in ConnectWise GL Account Setup.
6. In Wise-Sync Click Account
7. Click the Tracking Categories Tab
8. Enter your categories as per ConnectWise and Xero.
9. Click Save
Example of Setup: