How to Setup Asset Tracking Categories

NOTE: This is only available if you are integrated with Xero (this is setup in the Company Settings)

The purpose of assigning tracking categories and options to assets is to ensure that any bills allocated to those assets are accurately reflected in Xero with the appropriate tracking details. For example, if a bill is allocated to an asset that has been assigned the Asset tracking category and the tracking option Asset Test Option 1, this information will be carried through to Xero and appear in the corresponding column.

To setup you go to the Assets tab, then go to the Asset Settings page and scroll down to the Xero Integration section where you will see the field Tracking Categories.

You will then select the Tracking Categories you want to be select-able for the assets. There can sometimes be multiple options depending on what you've set up in Xero, in the example we're showing you there's only one.

Then you will go back to the Assets page and either go into the vehicle or plant tab and select the asset you want to assign the category to. Then you will click on the button Assign Tracking Options.

Then you will be able to select one of the Tracking Options connected to the Tracking Category you selected in the Asset Settings. Eg. I selected the Tracking Category Asset and now I can assign the tracking option Asset Test Option 1 or Asset Test Option 2 to my Asset Vehicle test. 

You will then assign tracking categories for the other assets you want to be assigned to the tracking categories by following the same process.

• Related Articles

• How to Setup Project Tracking Categories

  NOTE: This is only available if you are integrated with Xero (this is setup in the Company Settings) The purpose of assigning tracking categories and options to projects is to ensure that any bills allocated to those projects are accurately reflected ...

• How to setup Asset Settings

  This article will explain to setup General Settings Navigate to the Web Portal and login On the left-hand main menu, select Assets->Asset Settings The Asset Spreadsheet displays the list of Assets Update Asset Class: How to Create Asset Class Update ...

• How to Setup Asset Settings

  Follow the steps below to Setup Asset Settings Navigate to the Web Portal and login On the left-hand main menu, select Assets->Asset Settings Update Asset Classes How to create Asset Classes Click on Update Check Lists to create check lists How to ...

• How to setup Asset details under Workshop Dashboard

  This article will explain the process of setup Asset details under the Workshop Dashboard Navigate to the Web Portal and login On the left-hand main menu, select Assets->Asset Settings There are Placeholders available under Deafult Workshop Dashboard ...

• How to Override Vehicle Asset Number

  This article will explain How to Override Vehicle Asset Number Navigate to the Web Portal and login On the left-hand main menu, select Assets->Vechicle Click on the checkbox of the vehicle Click on Override Vehicle Asset Number Note: This process ...