--- title: "Tracking categories" slug: "tracking-categories" updated: 2026-10-14T15:22:24Z published: 2026-10-14T15:22:24Z canonical: "help.elorus.com/tracking-categories" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.elorus.com/llms.txt > Use this file to discover all available pages before exploring further. # Tracking categories Each **Tracking category** acts as a **grouping criterion** for your data. This feature helps you *label records according to your business needs*. The actual grouping is based on the **options** you define within each tracking category. For example, payments you receive might come through different methods, such as bank transfer, cash, or POS. To track these efficiently, you can create a tracking category named *Payment method* and group payments received by assigning one or more relevant options to your records. ## Add a Tracking category & its options To create a custom tracking category, go to **Settings > Tracking categories** and click **Add**. The Tracking Categories feature is available with select [subscriptions](https://www.elorus.com/en/pricing/elorus-complete/). Start by naming the category in the **Title** field. Then, specify the record types to which this category should apply. You can use **Tracking categories** to group the following: - **Sales** (Invoices, Credit notes, Recurring invoices) - **Expenses & purchases** (Expenses, Bills, Supplier credits, Recurring Expenses, Recurring bills) - **Payments received** (Client payments, Suppliers refunds, Income, Other Payments, Recurring payments received) - **Payments sent** (Supplier payments, Client refunds, Other Payments, Expenses) - **Products / Services** - **Projects** - **Contacts** Except for **Contacts**, all tracking categories can apply to multiple types of records. Each category includes a list of options, which you define in the **Options** field based on your business needs. A record can be linked to more than one tracking category, as long as the category applies to that record type. ## Common examples ### Example 1: Sort by payment method A popular use case is grouping documents (both sales and purchases) by the payment method used. Create a tracking category and use options like *Cash, Bank transfer, or Credit card* to track how payments were made. Click **+Add new option** to create each method. ![Edit a tracking category](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/edit-a-tracking-category-int.png) ### Example 2: Group by salesperson or partner To monitor the performance of individual salespeople or business partners, apply a custom categorization to sales documents. Use options that represent team members, departments, or external collaborators. ![Custom category - Sales](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/add_salesman.png) ## Apply tracking categories to records ### From the record view / edit page When creating / editing a record, you can set its tracking category. Click **Edit**, choose the relevant tracking category, then one of the options you divided it in, and click **Save**. ![Apply tracking category from the record view / edit page](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/edit-button-in-a-record-to-set-tracking-category-int.png) ![Tracking category in a record - Payment method](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/payment-method-tracking-category-in-a-record-int.png) You can create a new tracking option on the spot, by clicking *Add new*. ### From the tracking category view page Once you save a tracking category, its options will become visible, enabling you to assign records to them **in bulk**, directly from its view page (**Settings > Tracking categories**). ![Tracking category options in its view page](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/tracking-category-options-in-its-view-page-int.png) Scroll to the bottom of a tracking category view page to see the available options and how many records are assigned to each. Click the *+* icon to open a list of unassigned records. ![Plus icon in tracking category option](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/plus-icon-in-tracking-category-option-int.png) Select the ones you want and click **Assign X records to (option)** to categorize them. Once assigned, Elorus will categorize the selected records and they will no longer appear in the list of uncategorized items for that option. ![Assign tracking option to a record in bulk](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/assign-tracking-option-to-a-record-in-bulk-int.png) You cannot delete a tracking category if it has associated records. You must first remove all associations. ## Remove tracking categories from records ### Per record To remove a tracking category from a specific record, open the record, click **Edit**, then **X** next to the category, and **Save**. ![Remove tracking categories from records](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/edit-button-in-a-record-to-remove-tracking-category-int.png) ![X icon to remove the tracking category from a record](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/x-to-remove-the-tracking-category-from-a-record-int.png) ### In bulk Go to **Settings > Tracking categories**, select the relevant option, and click the arrow next to the record type. ![Choose a record type to remove tracking category](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/choose-a-record-type-to-remove-tracking-category-int.png) From the list, click the number of assigned records, select the ones you want to remove, and click **Remove X records from (option)**. ![Remove a record from a tracking option](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/remove-a-record-from-a-tracking-option-int.png) ## Archive tracking categories You can archive any tracking category you no longer use. From the tracking category view page, click the three dots and select **Archive record**. ![Archive a tracking category](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/archive-a-tracking-category-int.png) Archived categories will no longer be available for assignment. To archive or reactivate tracking categories in bulk, go to **Settings > Tracking categories**, select the desired categories, and click **Actions > Archive/Activate selected**. You can switch between the active and archived categories using the buttons at the top right of the page. ![Active or archive tracking categories in bulk](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/active-and-archived-tracking-categories-buttons-int.png) ## Related - [Lists of records](/lists-of-records.md)