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Tracking Categories Table

Tracking categories and their options from Xero. Categories like Region, Department, or Project are flattened into rows with their options.

Filters

Include Archived

Toggle to include archived categories and options. By default, only ACTIVE items are shown.

Output Columns

ColumnDescription
CategoryNameTracking category name (e.g., "Region", "Department")
CategoryStatusACTIVE or ARCHIVED
OptionNameTracking option name (e.g., "North", "South")
OptionStatusACTIVE or ARCHIVED
TrackingCategoryIDCategory unique identifier
TrackingOptionIDOption unique identifier

Tips

  • Each row represents one option within a category
  • Filter by CategoryName to see all options for a specific category
  • Use these values when filtering reports or XO.BALANCE by tracking

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