Sync your Xero tracking categories with DiviPay's custom fields to review expenses in DiviPay and Xero by different areas of your business.
If you have integrated DiviPay with Xero, your custom fields will be automatically populated by any tracking categories you have created on Xero. This means that you will be able to review expenses in DiviPay and Xero by different areas of your business like clients or projects.
If you already have tracking categories set up in Xero, turn on tracking categories and click the ’Sync with Xero’ button to pull through any tracking categories as your custom fields.
If you have not created any tracking categories on Xero you will need to do so before you can start capturing additional information in DiviPay.
To learn how to create tracking categories in Xero please read this article.
Once you have created tracking categories in Xero you will need to click the 'Sync with Xero' button to pull through any tracking categories.