Step 1: Access Settings in Xero 

  • Log in to your Xero account. 
  • Go to Settings and select Advanced Settings from the main menu. 

Step 2: Navigate to Custom Fields 

  • Under Advanced, select Tracking Categories. This section allows you to set up custom fields. 

Step 3: Create a New Tracking Category 

  • Click on Add Tracking Category. 
  • Enter a relevant category name, like “Project Code” or “Department,” to better organize and filter data. 

Step 4: Add Tracking Options 

  • Add specific options under your new tracking category, such as project names or department names. 
  • Click Add Option after entering each one. 

Step 5: Save and Apply Custom Fields 

  • Once your tracking categories and options are set, click Save. 
  • Your custom fields are now available for use across transactions, invoices, and reports. 

Step 6: Use Custom Fields for Tracking 

  • When creating transactions or invoices, select the appropriate options under your custom tracking fields. 
  • These fields will now appear in reports, allowing for detailed tracking and analysis. 

Setting up custom fields in Xero helps you track specific business details, improving data management and reporting accuracy.