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Xero Business Community

Xero Business Community

Hi everyone, Come on over to the new discussions in Xero Central. It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved.

You can still view topics in the Xero Business Community to see all the useful knowledge that’s been shared there; and you can restart conversations you feel have been of huge value to you on Xero Central.

If you have brilliant ideas for innovations, you can keep on adding feature requests in the Xero Business Community, and voting on existing requests. There’s more in store, as we come up with the best way to take on your thoughts and share developments
Community > Feature Requests >

Add NEW Tracking Categories in "Create" tab on bank rec

Started by Janine Telfer in Feature Requests | Idea

Can we please be able to add new tracking categories from the "create" tab in the reconcile scree. It is backwards to be able to do it in "spend money" when the transaction is already in the reconcile screen, TIA
Hey Janine, when you say "tracking categories" do you mean "tracking options"? If so, you can do this from the Reconcile tab - you'll just need to use the "Add details" link in the Create tab to expand out the create transaction panel. Take a look at this clip more info. 😊

Kavi S (Community Manager)