Set a default Xero tracking category

Tracking categories are Xero's way of splitting up your reporting. Instead of one lump of sales, you can see them by shop, region, brand or sales channel — whatever split matters to you. If you've set them up in Xero, the app can put every order into one automatically.

How to set a default

1. Go to Setup - Advanced.
2. Find Default tracking category.
3. Pick the tracking category, then the option within it.
4. Save.

Worth knowing

• Refunds get the same category as the sale, so your reporting stays balanced.
• If an order tag applies a different category, the tag wins for those orders and the default covers everything else.
• Xero allows at most two tracking categories on one line, so a default plus one override is as far as it goes.

Need a hand? Email us at help@hyvelabs.co with your shop URL.