Partner Tracking Category - Xero

In order to sort debtors associated to a specific partner and reflect a Partner Menu field on your dashboard, you will need to set up a partner tracking category in Xero. You will need to have Administrator Access in order to do this.

1. Go to Accounting Tab, then select Advanced

2.  Click on Tracking Categories

3.   Click on +Add  Tracking Category to set up

Attaching Partner to Xero Invoice

Note:    
- Once set up, the partner menu will be available in Xero.  The partner name won’t show on the actual PDF invoice sent out to debtors.
- The partner can only be attached at an invoice level.