Track previous transactions

Add tracking to previous transactions so you can view how your business performed in the past to make better financial decisions for the future. If you add tracking to registered fixed assets, you'll need to take additional steps to apply tracking to depreciation you've already run.

Before you start

Make sure you've set up tracking categories and category options in Xero.

Add tracking to previous transactions

Track previous transactions by adding a tracking category option to it. You can track any type of transaction including invoices, bills, quotes, purchase orders, spend money and receive money transactions, transfer money transactions, and expense claims.

Since there are different types of transactions you can track, let's edit a previous invoice transaction so you see how it works. In this example, you'll track the location of a paid invoice by adding the Farmville category option.

  1. Go to Accounts, then click Sales.
  2. Click Paid.

    Image showing paid transaction link.

  3. Open the invoice you want to edit.
  4. Click Invoice Options, then click Edit.
  5. Add a tracking category option to your invoice.

    Image showing transaction being edited to include tracking.

  6. Click Save.

Repeat these steps for any previous transactions you want to track.

Once you're finished adding tracking to your previous transactions, you can run reports to get a detailed view of how your business performed.

Review reports by tracking category

Update depreciation after you add tracking to registered fixed assets

If you've depreciated an asset before adding a tracking option, the depreciation journals won't update.

If you want to apply tracking to your existing depreciation journals, either: