What are tracking categories used for?
In Xero, you can set up tracking categories to see how different areas of your business are performing (such as departments or locations).
This is an example of what it can look like:
In ApprovalMax, you can use Xero tracking categories to split responsibilities between Approvers. To achieve this, use the approval matrix to assign certain tracking options to particular Approvers.
This is how it can be set up:
- Go to Organisation > Workflow and Settings > Approval workflows. Select the respective workflow and define approval conditions:
- Hover the tracking category for approver and click on the
. Then choose positive or negative condition for the tracking category:
- When finished, click on "Done" in Approval matrix and "Update the workflow".
This is how it can be used:
Then assign a tracking option to each item during the request creation:
In this example: Daniel is responsible for the decision-making in requests that contain items with the tracking option "manual QA".
Evan is responsible for the decision-making in requests that contain items with the tracking option "HR" and "Tokyo"
- If a request contains items with both tracking options (manual QA and HR), both approvers will be assigned to a request.
- If a request contains only items with the tracking option manual QA, only Daniel will have to approve.
- If a request contains only items with the tracking option HR, only Evan will have to approve.
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