Tracking categories let you tag property-related transactions so they sync correctly between Re-Leased and Sage Intacct. Each property must have a Dimension assigned as its tracking option — this ensures invoices created in Sage Intacct link back to the correct property in Re-Leased after a sync.
Step 1 — Set Up Dimensions in Sage Intacct
Tracking categories are managed in Sage Intacct as Dimensions. Set up a Dimension that corresponds to the properties in Re-Leased — this can be a standard Dimension such as Location, or a custom user-defined Dimension. See Intacct's documentation on Dimensions for setup guidance.
Note: Dimensions must be managed in Sage Intacct. The tracking category list in Re-Leased is not editable.
Step 2 — Import Tracking Categories into Re-Leased
In Re-Leased, trigger a sync to import tracking categories from Sage Intacct. Click the flag icon in the black sub-navigation bar to open the sync messages dropdown, then click Start sync.
Confirm the import under Settings > General > Tracking.
Step 3 — Assign a Tracking Option to a Property
Open the property and go to the Property Details tab.
In the Tracking Option section, select the appropriate Dimension value from the dropdown. Use the text search to narrow down the available options.
If you need to update existing invoices, check Update the associated property on all invoices.
Click Save property.
