Tracking Categories

The Tracking Category Object

Tracking categories, also known as classes, are used to see how different areas of your business are performing (such as departments, cost centres, or locations). From the Tracking Categories endpoint, you can retrieve or update a list of all tracking categories for a specified business.

FieldTypeDescription
id
sortable, filterable
stringIdentifier for the tracking category, unique to the business in the accounting service provider.
name
sortable, filterable
stringName of the tracking category in the accounting service provider.
isEditablebooleanIndicates if a tracking category can be edited in the accounting service provider.
parentRefobjectParent or main category that the tracking category belongs to
statusstringCurrent statues of a tracking category. Can be:
active
archived
unknown
sourceModifiedDate
sortable, filterable
string
See Date
Date the record was last changed in the accounting service provider.

ParentRef

FieldTypeDescription
id
filterable
stringUnique identifier for the tracking category in the accounting service provider.
name
filterable
decimalName of the tracking category in the accounting service provider.

The Tracking Category Reference Object

Data types that reference a tracking category, for example, invoice and bills, use a trackingCategoryRef that includes the id and name of the linked tracking category.

️ Pushing Tracking Categories

Assigning tracking categories is currently not supported for post invoices.