If you use Tracking Categories in Xero as part of your reporting, Tanda can send this information with your Timesheets to Xero when you export your payrun. 

First you need to ensure you have Tracking Categories setup in Xero. This article from Xero might be useful to have a read of first to ensure you have set it up correctly.

Configure the Integration in Tanda

In Tanda, go to Settings > Add-ons > Payroll & Accounting:

Click on your Xero integration and under the Tracking category name, add this from your setup in Xero. Just ensure you have spelled it exactly as it is in Xero:

Below this, under Default tracking option, enter what you want your default tracking option to be. This is one of the Category Options from your Tracking Category name in Xero, that if the shift cannot be matched, it will default to this. 

In the example above, the shift in Tanda will track to Front of House if there isn't a category option on the shift. 

Once this is entered click Save at the bottom.

Configure Categories to Teams

If your Categories and Teams in Xero and Tanda are exactly the same, then you won't need to configure it in the Team in Tanda.

What this means is that if your Category in Xero is Front of House and your Team is listed as this in Tanda, then they're already configured. But if you have FOH in Xero and Front of House in Tanda, you will need to.

To configure this in Tanda, go to Workforce > Teams:

Click on the Team name and Show Advanced Options and in the Payroll cost tracking code, enter the Category name from Xero:

Click Update Team Details at the bottom to save and repeat for all other Teams where the name is different to Xero.

Timesheet in Tanda

The Team listed on each Timesheet/Shift (pulled from the Roster or manually selected on the Shift) will then be exported with the hours over to Xero:

In Xero, you can then bring up this information in the relevant Report you want to use, otherwise you can also check on the Timesheet to ensure it has come over the way you wanted it to:

If you would like further assistance please contact Tanda Support by clicking on the blue chat icon in the bottom right corner, on 1300 859 117 or support@tanda.co 

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