Help centre · Accounts
How does “Writes to Xero” work on the Tracking & Project Codes page?
Open this screen in Saral/accounts/tracking-harmonisation
Create, rename and archive all go to Xero, and each is a button pressed by a person with a confirm naming the organisations, never an automatic change. A rename keeps every transaction's tracking and changes only the label; an archive stops the category or option appearing on new transactions and keeps the history — and a category never used in an organisation is deleted there by Xero rather than archived. Xero's limit of two active tracking categories per organisation is shown in each column header and enforced before a create is offered. Where: Tracking & Project Codes (/accounts/tracking-harmonisation).
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