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Banking & chart of accounts: Chart of Accounts

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Bank Reconciliation - Add a new account code while reconciling

I wish you could add a new GL account to the COA right from the "create" tab of the match transactions page instead of having to click through to "add details" to access that function

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Tracy Harrington shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminPaul Hodges (Admin, Xero) responded  · 

Hi, thanks for submitting this idea. As you mentioned, the Create option doesn't currently have a way to add a new account into your Chart of Accounts.

We appreciate you taking time to let us know how we could improve Xero for you, and your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

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  • Chris Kitanovski commented  ·   ·  Report

    It would be extremely helpful if Xero allowed users to create a new account in the Chart of Accounts directly from the Bank Reconciliation screen, without needing to leave the reconciliation process.

    Currently, if I come across a transaction that requires a brand-new account, I need to:

    Exit or leave the reconciliation screen
    Navigate to “Chart of Accounts”
    Create the new account
    Return to Bank Reconciliation
    Refresh the screen so the new account appears for coding

    This interrupts workflow and becomes quite inefficient when reconciling large volumes of transactions.

    A much better experience would be the ability to create a new account inline during reconciliation — similar to how Xero currently allows users to create a new Contact directly from the Reconcile screen or Create Bank Rule screen.

    This would be a major time-saving feature for accountants, bookkeepers, and business owners who regularly reconcile transactions and occasionally need to create new accounts on the fly.

  • Michael Chaffee commented  ·   ·  Report

    It would need to update / refresh the Chart of Accounts on the Match Transactions page without having to refresh the Match Transactions page.

  • Tiaan Fölscher commented  ·   ·  Report

    ZOHO allows you to add an account on the drop down list of accounts on your Bank Recon page.

    This is very handy, to not have to navigate to Chart of Accounts first to add an account.
    Just add it on the go while allocating bank transactions.