Re-Leased uses Xero tracking to populate the Related Property field on invoices which originated in Xero and used the property tracking.
Within Xero, it is possible to have two active Tracking Categories, and these may be used in conjunction with add-on programs. It is recommended to save the other Tracking Category in case you need it for another Add-on.
Using a second Tracking Category with Re-Leased is simply a matter of adding a second tracking category in Xero, for whatever you want to track and running a sync from Re-Leased Add-on Settings. The tracking category can then be used on Invoices, Rent and Outgoings Templates and Repeating Invoice Templates. The tracked transactions can be presented in a variety of ways using Xero reports.
NOTE: The second tracking category CANNOT make a connection from invoices raised in Xero to the Related Tenancy on an invoice in Re-Leased. Only invoices which originate in Re-Leased will have this field populated. For this reason, it is recommended to raise all income from tenants in Re-Leased.
Setting up a second Tracking Category in Xero
In this example, the second Tracking Category is called Tenancy. You can name your second Tracking Category as required and include whatever options will give the results needed in reporting. For more information on using Tracking for reporting in Xero please refer to the Xero help Guides.
Using the second Tracking Category on Invoices in Re-Leased
There will now be two tracking options on all invoice and rent template screens where this second category can be selected.
The example below is on the Rent Template within a Tenancy.