Tracking categories let you tag invoices with property-specific or accounting system-defined categories for more granular financial reporting. This feature is available for connected accounting customers.
Enabling Tracking Categories
Navigate to Settings > Manage Integrations & Add-ons.
Use the Company dropdown to select the correct company.
Click View Details on the relevant accounting integration tile.
Select the Settings tab and click Edit.
Choose whether to add property-specific tracking categories or use existing categories from your connected accounting service.
Click Save.
Attaching Tracking Categories to a Property
Navigate to the property and open its Property Details tab.
Locate the Tracking Categories field and click it to open the dropdown.
Select the appropriate tracking category.
Click Save.
