Last updated 03/01/2019
Xero provides tracking categories to 'tag' line items in Xero to aid reporting.
Cin7 allows for one tracking category to be applied to each line item. These can be used in combination with Alternative GL Accounts, or entirely separately.
In Cin7, tracking categories are created using the same functionality as Alternative GL Accounts. This means that you have two choices:
To add tracking categories:
If you are using only tracking categories and accounts, then you can leave all other optional fields blank.
Tracking categories do not work independently of each other in Cin7. This means that for each new combination of Alternative GL Accounts, category and option, you will have to create a new Alternative GL Account.
As an example, say I have two sales accounts, Wholesale and Retail, and I want to use two categories 'Fashion' and 'Gifts'. In summary, my GL accounts would look like this:
|Name||Xero Account Name||Category|
|Retail - Fashion||Retail||Fashion|
|Retail - Gifts||Retail||Gifts|
|Wholesale - Fashion||Wholesale||Fashion|
|Wholesale - Gifts||Wholesale||Gifts|
Note that for each variation a new Alternative GL Account is created. Say you have 10 accounts, which can be tracked with 10 categories which also have 10 options, this would equate to 1000 Alternative GL Accounts being created - clearly not feasible!
In this situation we would encourage you to think carefully about why you need such detail in Xero - perhaps the reporting you once did in Xero can be done using Cin7's own comprehensive reporting tools.
If you're in any doubt about this - please do get in touch. We can offer guidance on how to get the most functionality with the least administration.
We really appreciate your feedback.