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Xero Tracking Categories: How to Map Them in PSOhub

Learn how to map PSOhub contract lines to Xero tracking categories on contract templates, projects, and quotes

Published: 1 June 2026

Audience

  • Admin

Objective

This article explains how to map Xero tracking categories to contract lines in PSOhub so that invoices exported to Xero are automatically tagged with the correct tracking categories.

Prerequisites

You must have Admin access in PSOhub.

Tracking categories must already be configured in your Xero account.

Xero must be connected to your PSOhub organization.

Tracking categories must have been retrieved from Xero in PSOhub. See How to                         retrieve tracking categories from Xero in PSOhub.

Steps

Tracking category mappings can be set at three levels: on a contract template, on a contract line in a project, and on a contract line in a quote. Follow the section that applies to your use case.

Map a Tracking Category on a Contract Template

  1. Navigate to Settings and select Templates.
  2. Click the Contract tab.
  3. Select the contract template you want to update.
  4. Select the contract line you want to map.
  5. In the contract line panel, locate the Transaction class dropdown under the Billing section.
  6. Select the tracking category option from Xero that you want to link to this contract line.
  7. Click Save.

     

📌 Note: When this contract template is applied to a new project or quote, the tracking               category mapping will be carried over to the contract lines automatically.

Map a Tracking Category on a Contract Line in a Project

  1. Navigate to Projects in the main menu.
  2. Select the project you want to update from the list.
  3. Go to the Contract tab of the project.
  4. Select the contract line you want to map.
  5. In the contract line panel, locate the Transaction class dropdown under the Billing section.
  6. Select the tracking category option from Xero.
  7. Click Save.

Map a Tracking Category on a Contract Line in a Quote

  1. Navigate to Quotes in the main menu.
  2. Select the quote you want to update from the list.
  3. Go to the Contract tab of the quote.
  4. Select the contract line you want to map.
  5. In the contract line panel, locate the Transaction class dropdown under the Billing section.
  6. Select the tracking category option from Xero.
  7. Click Save.

Result

The selected Xero tracking category is now linked to the contract line. When an invoice is generated in PSOhub and sent to Xero, the tracking category is applied to the invoice automatically.

📌 Note: If a tracking category is deleted or archived in Xero, it will not be removed                        automatically in PSOhub. You must delete it manually in Settings > Financials >                            Transactions & Tracking.

Next Steps

✅ Send an invoice to Xero
Generate and export a PSOhub invoice to Xero, including all linked tracking categories.
How to approve and send an invoice in PSOhub

✅ Map transaction classes for QuickBooks
Set up transaction class mappings for contract lines connected to a QuickBooks integration. QuickBooks transaction classes: How to map them in PSOhub

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