What's new

You can now use tracking categories in Adfin to track revenue across different areas of your business — such as offices, departments, or service teams 📊

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Tracking categories are configurable sets of custom fields that can be applied at the invoice line item level, giving you more granular visibility into where revenue is coming from.

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When creating an invoice in Adfin, you can simply select a tracking category option for each line item.

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You can also set default tracking category options per customer, so the correct option is automatically preselected whenever you raise an invoice for them.

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Once set up, you’ll be able to filter by tracking category options in both the Payments and Credit control dashboards.

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If you use Adfin with Xero, you can sync your existing tracking categories directly from Xero, including any customer-level default options 🔄

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👉 You can find this feature in Invoice settings → Tracking categories ⚙️

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