We're at Xerocon London next week, so it's a great time to release some much requested new features to our Xero integration: Tracking Category and Item support.
You can now apply Xero Categories and Items when sending an invoice.
Even better, this can all be automated. You can configure Xero settings on your Users, Contacts, Project and Tasks. This allows you to set defaults and situations where certain Items/Categories apply.
And, as an added bonus, you can now also customise the rules for how the ledger account is picked for you invoice lines.
If you generate a lot of invoices, this can save you a lot of time by having all of the item, account, and tracking categories automatically assigned based on your settings for your employees, contacts, projects or tasks.