Tracking Category - Create tracking categories directly in invoices/bills/reconciliation
The ability to create new tracking categories at the time of reconciling payments or creating invoices or bills would be super helpful. I work for a charity and we have grants to track, and it is annoying having to go into tracking categories to create new ones every time we get a different grant. We have two types of tracking categories - one I've named "revenue sources" and the other named "Budget". To be able to add a new grant to 'revenue sources' at the time of inputting the invoice would be super helpful.
Eddie Richards
shared this idea
Hi Eddie, thanks for sharing this feedback. We understand that being able to update tracking options without interrupting your workflow is important.
The suggestion is to allow new tracking options to be created without leaving the current invoice or reconciliation screen.
You can already add new tracking options directly from the tracking category dropdown while creating or editing transactions. Because this functionality is already available, we’ve marked this as Existing Functionality.
If you’re having trouble finding the option, feel free to reach out to our support team for more guidance.
