Any advanced or custom fields that your organization uses in your accounting software will be automatically pulled into Routable. This means that you will see your bills and invoices exactly the same way they appear in your accounting software.
When your account is integrated with Xero, Routable supports any tracking categories you have enabled in your Xero account settings, including:
- Other custom categories
As you are sending new payments and invoices from Routable, your tracking categories will automatically appear and you will be able to maintain these categories without switching back and forth between Routable and Xero.