Xero tracker categories

Xero tracker categories help customers to categorize their spending with greater granularity (beyond chart of account mapping) in the way they define it.

It is possible to set up a maximum of 2 tracker categories in Xero.

Clients can set up and edit categories in Xero via their Advance Settings. Doing this maps the invoices from Deel to Xero, according to the tracker category that they set. 

Categories cannot be configured during the initial setup process as this is an advanced feature, so it needs to be done once the integration has been set up.

Setting up tracker categories

To map an existing tracker category in Xero to Deel, the client can do this on a default level or on the contractor level.

✅ Step 1 – Select the Apps & Integrations tab on your home page

✅ Step 2 – Open the Xero integration and select Setings

You will see a Xero tracker category card.

If you have tracker categories set up in your Xero account, they will be pulled through to this card.

The default level will be set to "Uncategorized", but you can select a default option for each tracker category. This will then automatically be applied to all contractors whose invoices are being pulled via Deel, unless you choose to configure the trackers on an individual contractor level.

If you want to set up configurations on a contractor level, you will have to do so on a one-by-one basis: 

✅ Step 1 – Go to the Contractor tab and select a contractor from the list.

✅ Step 2 – Review available tracker categories that can be configured

You can see the availabile categories on the box on the right-hand side

✅ Step 3 – Click on the tracker category to select which option you want it to map to

This will remove the default mapping and change it to their individual tracker setting.

Any invoices from this contractor going forward will now be linked to this tracker.

Xero multi-currency support

Deel recommends that you enable multi-currency on Xero in order to prevent errors.

If multi-currency support is not setup, log in to Xero and follow these steps to enable it:

✅ Step 1 – Go to Settings

✅ Step 2 – Select Currencies

✅ Step 3 – Select Add currency and choose the correct currency

✅ Step 4 – Click  Confirm to add currency

✅ Step 4 – Return to the Deel Integrations page and click Refresh.

Custom Expense Categories

You can assign invoice expense lines to different accounts or classes within Xero, according to the custom expense categories you set up in Deel.

✅ Step 1 – Select the Settings tab and click Configure

✅ Step 2 – Assign custom expense category to Xero account or class

Select a custom expense category from the dropdown list.

Expense category options will be greyed out on the dropdown if it has already been used.

Click Create

Plugins

Documents Sync plugin

This plugin allows you to sync the PDF of the invoice and the attachment files with Xero by simply switching the toggle on or off.

Payment Sync plugin

This plugin allows you to map your payment methods to payment accounts.

You can map a default payment account that Deel will use for all invoice payments made using bank transfers or unmapped saved payment methods. You can select one default payment per currency.

You are also able to map each saved payment method to a payment account. You’ll be able to map new saved payment methods in Deel in settings.

FAQs