For those new to Xero or to receiving this eNews, Trax is a TSO App developed to provide Xero Tracking Reports en-masse. These reports can be emailed to budget holders and has an option to print transactions.
We acknowledge entering tracking budgets in Xero and then Uploading to Trax is tedious. The benefit, though, is easily providing HOD’s with budget reports. If you would like any help loading these budgets or the overall budget, please contact us – via the button below.
The process for uploading budgets to Trax changed at the end of last year. Please refer to the Trax Instructions on the members page of the TSO website.
Reminder: When a Xero GL Code Name or Xero Tracking name is changed, the tracking budget must be re-uploaded into Trax.