This document provides a comprehensive guide on how to set up Tracking Categories in HirePOS to align with Xero. The "Tracking Categories" feature in Xero allows for secondary categorization of Income and Expenses, complementing the Chart of Accounts. By following the steps outlined in this guide, you will be able to effectively integrate Xero with HirePOS, ensuring accurate tracking and reporting in your accounting processes.

To begin, you can establish tracking categories in HirePOS against Items or Branches. It is important to note that when tracking is configured for an item, it takes precedence over Branch tracking.

To set up Tracking Categories in HirePOS, follow these steps:

1. Navigate to Setup > Preferences > Accounting Integration & Other API's.

2. Click on the Accounting Integration option.

3. Ensure that Xero is selected as your accounting software.

4. Click on the Xero Tracking Categories link at the bottom of the page, which will navigate you to the Tracking List page.

5. Add new or edit tracking categories to match Xero, ensuring that the Tracking category name and Category option correspond exactly to those in Xero.

To assign tracking to Items in HirePOS, follow these steps:

1. Go to Setup > Items.

2. Select an item to edit.

3. Click the +/- icon next to the Category field label.

4. Select an option from the Xero Tracking Category dropdown.

Lastly, to assign tracking to Branches in HirePOS, follow these steps:

1. Go to Setup > Branches.

2. Select a branch to edit.

3. Choose an option from the Xero Tracking Category dropdown.

By following these steps, you can seamlessly integrate Xero with HirePOS, ensuring accurate tracking and reporting in your accounting processes.