# Automated tracking categories / class

> Canonical page: https://briefcase.so/changelog/2025-11-03
> Briefcase content index: https://briefcase.so/llms.txt

Briefcase now automatically assigns Xero tracking categories and QuickBooks classes using transaction details, historical patterns, and document content.

[All Updates](https://briefcase.so/changelog)

Update

Briefcase now automatically assigns Xero tracking categories and QuickBooks classes using transaction details, historical patterns, and document content.

3 November 2025

## Automated Tracking Categories / Class

Briefcase now automatically assigns tracking categories to your transactions for both Xero and QuickBooks clients, for both cost and sales transactions.

![Tracking category assignment with AI explanation](https://briefcase.so/images/changelog/2025-11-03-tracking-categories.png)

When you upload invoices and receipts, Briefcase will suggest the category automatically if there is enough evidence. The system looks at:

-   Transaction details: supplier/customer information, amounts, dates, descriptions, and account categories
-   Historical patterns: how similar transactions were categorised in the past
-   Document content: invoice text to find explicit mentions

We'll soon be adding support for additional context on upload (e.g., from WhatsApp, email body, or manual notes) to help categorise your transactions even more accurately.

Our AI only applies suggestions when it's highly confident they're correct and provides an explanation for each prediction.

[

PreviousRelease prepayment journals early and more

](https://briefcase.so/changelog/2025-10-27)[

NextRecent uploads + usage dashboard + removed client upload URL

](https://briefcase.so/changelog/2025-12-01)