The Xero Integration is able to send through Tracking Category information for both Client and Supplier Invoices with a choice of either Business Unit, Tracking Centers or both!

Posting Tracking Centers to Xero

Tracking Centers in AroFlo are known as Tracking Categories in Xero. To be able to successfully send tracking center information from AroFlo to Xero, you must add a Tracking Category named:

• AroFlo

Then create category options named exactly the same as the tracking centers in AroFlo. e.g.:

• Residential
• Commercial
• Industrial

Here is the setup in 3 easy steps:

Create

For each tracking center in AroFlo...

 

 

Link

...create a Category Option for the Category called ‘AroFlo’...

 

 

Post

...any Client or Supplier Invoices posted after this change will then be linked to the appropriate Tracking Category Option.

 

 

 

Tracking Business Units

AroFlo also has the ability to send over the Business Unit name of the item as an additional Tracking Category in XERO. To set this up, create a Tracking Category in XERO called:

• Business Unit (AroFlo)

And then create options under this for the full name of each Business Unit in your AroFlo site e.g.

• AroFlo Services
• Business Unit A
• Business Unit B

Here is the setup in 3 easy steps:

Create

For each Business Unit in AroFlo..

 

 

Link

...create a Category Option for the Tracking Centre called ‘Business Unit (AroFlo)’

 

 

Post

...any invoices posted after this change will then be linked to the appropriate Tracking Category Option.