Set up Tracking Categories from Xero

In Xero, you have the ability to set up tracking categories to report on payroll hours from multiple services.

First, you will need to set up the tracking category with tracking options in Xero:

• Xero Guide - Setting Up Tracking Categories

Then you will need to select the category under the Payroll Tracking: Timesheet Categories in your Payroll settings.

• Xero Guide - Payroll tracking in Xero

💡 Only ONE tracking option can be added to each centre/service in OWNA

1. Follow the steps to sync staff details from Xero
2. Scroll to the bottom of the list/page
3. Copy all of the code between the curly brackets "{ }"
4. Create a helpdesk ticket in the admin portal and paste the codes, then let us know which code applies to each centre/service.

If you feel confident in doing this yourself, you can copy the TrackingOptionID that you wish to use for each centre by copying the ID before each Name and adding it into the 'Xero Tracking ID' field in Staff > Rosters (Settings Tab) and click 'Update Tracking ID'.

⚠️ Ensure that you only enter the number (inside the quotation marks) into the field in OWNA

If this has been configured correctly, you will see a message in OWNA to confirm your timesheet has been synced successfully, and in Xero you can see the tracking option selected in the staff timesheet.

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