[{"data":1,"prerenderedAt":235},["ShallowReactive",2],{"\u002Fupdates\u002F2026-11-04-send-reporting-categories-to-xero-on-new-invoices-and-bills":3,"surround":226},{"id":4,"title":5,"body":6,"date":205,"description":206,"extension":207,"head":208,"meta":209,"navigation":215,"path":216,"schemaOrg":208,"screenshot":217,"screenshotMargin":218,"seo":219,"sitemap":220,"stem":221,"tags":222,"__hash__":225},"updates\u002Fupdates\u002F2026-11-04-send-reporting-categories-to-xero-on-new-invoices-and-bills.md","Send reporting categories to Xero on new invoices and bills",{"type":7,"value":8,"toc":196},"minimark",[9,13,18,38,52,56,78,82,147,150,154,174,178,187],[10,11,12],"p",{},"Many finance teams code each invoice line in Xero by department, region or cost centre, so their reports add up. Until now, lines created from Kinabase arrived without those categories, and someone had to add them in Xero afterwards. Now they go across with the line.",[14,15,17],"h2",{"id":16},"whats-new","What's new:",[10,19,20,21,25,26,29,30,33,34,37],{},"Xero's tracking categories, called reporting categories in Kinabase, now appear in a collection's ",[22,23,24],"strong",{},"Invoice fields"," and ",[22,27,28],{},"Bill fields"," under ",[22,31,32],{},"Accounting & Payments",". Map each category to a ",[22,35,36],{},"Tracking Option"," field, and the option set on a record is sent with every new line.",[10,39,40,41,25,44,47,48,51],{},"The ",[22,42,43],{},"Create Invoice",[22,45,46],{},"Create Bill"," windows show each line's categories, such as ",[22,49,50],{},"Department: Sales",", so you can check them before anything reaches Xero. If an option belongs to the wrong category or is no longer active, the window highlights it and won't create the transaction until it's fixed.",[14,53,55],{"id":54},"why-it-matters","Why it matters:",[57,58,59,66,72],"ul",{},[60,61,62,65],"li",{},[22,63,64],{},"Code each line once"," with the department or region already on every new invoice or bill line.",[60,67,68,71],{},[22,69,70],{},"Keep Xero reports accurate"," without editing transactions after they're created.",[60,73,74,77],{},[22,75,76],{},"Catch mistakes early"," with a wrong option flagged before the transaction is created.",[14,79,81],{"id":80},"how-it-works","How it works:",[83,84,85,100,112,121,133],"ol",{},[60,86,87,88,91,92,95,96,99],{},"Go to ",[22,89,90],{},"Settings → Integrations → Accounting & Payments",", click the options menu (⋯) on the Xero row and select ",[22,93,94],{},"Sync Reference Data"," to bring in your ",[22,97,98],{},"Tracking Options",".",[60,101,102,103,105,106,25,109,99],{},"In the collection you invoice from, add a ",[22,104,36],{}," field for each category, such as ",[22,107,108],{},"Department",[22,110,111],{},"Region",[60,113,114,115,118,119,99],{},"Click the options menu (⋯), select ",[22,116,117],{},"Configure",", then ",[22,120,32],{},[60,122,123,124,126,127,129,130,99],{},"Under ",[22,125,24],{}," or ",[22,128,28],{},", select the matching field next to each category and click ",[22,131,132],{},"Update",[60,134,135,136,126,139,142,143,146],{},"Set the options on a record, click ",[22,137,138],{},"Create invoice",[22,140,141],{},"Create bill"," on its ",[22,144,145],{},"Xero"," card, and check the categories on each line.",[10,148,149],{},"Note: Xero accepts up to two reporting categories per line, and they're set when the line is created.",[14,151,153],{"id":152},"when-to-use-it","When to use it:",[57,155,156,162,168],{},[60,157,158,161],{},[22,159,160],{},"Construction firms"," raising stage payments can code each invoice to the right region, so Xero shows revenue by area.",[60,163,164,167],{},[22,165,166],{},"Charities"," paying suppliers can code each bill to the fund or programme it belongs to, ready for restricted-funds reporting.",[60,169,170,173],{},[22,171,172],{},"Multi-site retailers"," invoicing trade customers can tag every line with the branch that made the sale.",[14,175,177],{"id":176},"get-started","Get started",[10,179,180,181,183,184,186],{},"Open ",[22,182,90],{}," and select ",[22,185,94],{}," on the Xero row to bring in your tracking options.",[10,188,189,190,195],{},"If you have questions or feedback, we would love to hear from you. Email ",[191,192,194],"a",{"href":193},"mailto:support@kinabase.com","support@kinabase.com"," — we're listening.",{"title":197,"searchDepth":198,"depth":198,"links":199},"",2,[200,201,202,203,204],{"id":16,"depth":198,"text":17},{"id":54,"depth":198,"text":55},{"id":80,"depth":198,"text":81},{"id":152,"depth":198,"text":153},{"id":176,"depth":198,"text":177},"2026-11-04","Map your Xero tracking categories, such as department or region, to fields in Kinabase, so every new invoice or bill line arrives in Xero already coded.","md",null,{"readingTime":210},{"text":211,"minutes":212,"time":213,"words":214},"2 min read",1.915,114900,383,true,"\u002Fupdates\u002F2026-11-04-send-reporting-categories-to-xero-on-new-invoices-and-bills","\u002Fupdates\u002F2026\u002F2026-11-04-send-reporting-categories-to-xero-on-new-invoices-and-bills.png",false,{"title":5,"description":206},{"loc":216},"updates\u002F2026-11-04-send-reporting-categories-to-xero-on-new-invoices-and-bills",[223,145,224],"Accounting","Field","3wWvxyyyFgfXTr0dkYdAjJdOSNEszlPuGY1d4T2f8Qc",[227,231],{"title":228,"path":229,"stem":230,"children":-1},"Filter activities by type, date or content","\u002Fupdates\u002F2026-11-02-filter-activities-by-type-date-or-content","updates\u002F2026-11-02-filter-activities-by-type-date-or-content",{"title":232,"path":233,"stem":234,"children":-1},"Choose the activities each record opens with","\u002Fupdates\u002F2026-11-05-choose-the-activities-each-record-opens-with","updates\u002F2026-11-05-choose-the-activities-each-record-opens-with",1793892117033]