28 April 2024 - Changes in Xero tracking category defaults

You can now set default Xero tracking categories at a budget level, allowing for more granular control on how tracking category defaults are applied to invoices.

This changes how the default tracking category setting on a project level works; it will set the default tracking category on any new budgets that are created, and the budget level tracking category sets the default on invoices.

Existing customer settings are not impacted as we have migrated the project level defaults to budget level.

Read more about tracking categories →