FAQs

Do we need to set up tracking codes in Xero to capture job information and costings?

Yes, setting up tracking codes in Xero is essential for reporting job costings and profitability. Ensure that after making any changes in Xero, you refresh the tracking codes in Tidy by going to GlobalSettings -> Xero -> Tracking (tab) and clicking "Refresh from Xero," then saving the changes.

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