How to use Xero Tracking Categories in Receipt Bank

After integrating your Receipt Bank account with Xero, your Xero Tracking Categories will be imported into Receipt Bank. These are known as Projects in Receipt Bank.

Note: this functionality is only available for Business Plus, Premium, Streamline and Optimize accounts. Find out more about the different Receipt Bank products here.

Use the 'Projects' screen, found in the main menu to the left, to view and manage the Tracking Categories that have been synced to Receipt Bank.

Use the Project and Project2 fields to attribute Tracking Categories to your items in Receipt Bank.

Note: this is not related to the Xero Projects add-on product.