How to set up tracking at the transaction level in Xero

A2X offers two tracking options for integrating tracking categories/codes set up in Xero:

1. Tracking at the invoice level (marketplace tracking)

2. Tracking at the transaction level

You can use both tracking options at once, with one tracking category at the invoice level and another at the individual transaction level. Both categories will be displayed in the invoices sent to your Xero.

For tracking at the invoice level, follow the guide in this support article.

In this guide, we will focus on tracking at the transaction level.

To enable this option, go to Settings → Sales Groupings and Tracking and tick “Allow Tracking Codes to be set for each transaction on the Accounts & Taxes page.” Then click Save Settings.

Once enabled, a new Tracking column will appear on your Accounts & Taxes page, allowing you to map tracking codes at the transaction level.

In this example, the Demo Company has a default tracking category assigned to Shopify (and other e-commerce channels).

This tracking category has been selected at the invoice level:

To gain more detailed insights - specifically, tracking sales by region without creating additional ledger accounts - we’ve added a second tracking category in Xero with the options UK, EU, and ROW, representing the regions we sell into.

On the Accounts & Taxes page in A2X, we’ve assigned these Region tracking options to each relevant transaction line.

As a result, when data is posted to Xero, the overall Shopify tracking category remains in place, and revenue lines are additionally segmented by region, providing a more granular breakdown of sales performance.

If you would like more information on how tracking categories work in A2X, please contact our support team anytime.

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