Property Tracking Categories let you assign default tracking dimensions to each property in Re-Leased. These defaults automatically populate on all invoices generated from the property, giving you consistent, property-level financial reporting in your connected accounting system.
Step 1 - Navigate to Property Tracking
Open the property you want to configure.
Click Property Tracking in the left sidebar.
Step 2 - Assign Tracking Category Defaults
For each tracking category (e.g. Classification, Department, Location), click the dropdown and select the appropriate option for this property.
The selected option will automatically apply to all invoices generated from this property.
Step 3 - Set Property Matching
One tracking category can be designated as the Property Matching category. This syncs with the Related Property field on invoices, allowing invoices created in your accounting system to automatically match to the correct property in Re-Leased.
Toggle Property Matching next to the relevant tracking category.
A "Property Matching" badge appears next to the selected category.
Note: Only one tracking category can be set as Property Matching at a time. To change it, click Stop Property Tracking on the current category, then set a different one.
Step 4 - Save
Review your selections and click Save.
What Property Tracking Applies To
Tracking defaults automatically apply to: rent invoices from tenancy templates, repeating invoices, outgoings and operating expense invoices, instalment invoices, budget-related invoices, late fee invoices, and management fee invoices.
Integration-Specific Behaviour
Different accounting integrations support different tracking structures. Use the guidance below for your connected platform.
Xero
Supports two tracking categories. Assign defaults for both and designate one as the property matching category.
QuickBooks Online
Supports Classes and Locations as tracking dimensions. To use either (or both) for property tracking in Re-Leased, you need to:
1. Enable the relevant tracking settings in QuickBooks Online:
Go to the Settings cog > Account and settings > Advanced.
Under Categories, turn on Track classes and/or Track locations.
2. Create your Classes and/or Locations in QuickBooks Online:
Go to the Settings cog > All lists > Classes (or Locations).
Click New to add an entry for each property.
3. Once your Classes and Locations are set up in QuickBooks Online, they will sync into Re-Leased and become available to assign as property tracking defaults.
Note: If a tracking dimension is turned off in your QuickBooks Online Advanced settings, it will not appear as an available option in Re-Leased — even if the underlying data has synced.
Note: QuickBooks Online sub-classes are not currently fully supported for property tracking in Re-Leased. Support for sub-classes is coming soon.
Sage Intacct, NetSuite, and Dynamics 365 Business Central
Support multiple tracking dimensions (Classification, Department, Location, and custom dimensions). Assign defaults for all available dimensions and designate which one syncs with the Related Property field.