Does UpSheets support tracking codes?

Yes. Like Xero, UpSheets uses Tracking Codes to categorise transactions and they can optionally be used for Timesheets.

To use Tracking Codes in UpSheets, your organisation must be set up to use them in Xero first. For instructions, see Xero's documentation.

The Tracking Code value must always match the value in Xero, or you'll get a validation error (e.g. 'Northern Region', 'Eastside').

Options when importing

You can:

1. Include the Tracking Codes in your file – Add a column containing Tracking Codes (recommended column name: tracking_code). Every timesheet line must have a valid value in this column.
2. Select a default Tracking Code – This applies your chosen Tracking Code to all records in the file and does not require a Tracking Code column in the file.

Note

As in Xero, tracking codes only work with timesheets, not when uploading leave or payslips.