sblive Xero Guide

Tracking is a good way to monitor income and expenses for departments, cost centres or just as a way to keep track of a job. It is a further way of subdividing your business reporting, especially as reports can be broken down into tracking categories. There is a limit of 2 tracking categories, but each category can have up to 100 options to select from.

It is simple to add a tracking category, to rename it or remove/archive it with the x.

Your documentation is the first way for you to get your brand and image across to your contacts. The Invoice settings allow you to tailor your documents to match your brand.

1. Your themes are listed in the main screen, named by yourself for you to identify them. Each customer can be assigned a theme (see “Contacts Guide”) allowing you to tweak your brand to fit the service you are providing. 2. Each theme can be edited, previewed or copied from the Options window, allowing you to perfect your template before it goes live or duplicate it as a basis for further templates. 3. You can import a .docx form into Xero via the New Branding Theme if you require detailed customisation.

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