How to Add Departments in Xero



Guide

  1. On Xero's main dashboard, head over to the top menu bar and click 'Accounting'.

  2. Choose 'Advanced' from the list of options.

  3. After that, find and tap 'Tracking Categories'.

  4. Click 'Add Tracking Category' to proceed.

  5. Come up with a unique department name, then type it into the 'Tracking Category Name' field.

  6. Subsequently, provide several category options. Enter them into the provided input fields.

  7. If you want to add more category options, simply tap 'Add Another Item'.

  8. Once done, review your input and click 'Save'.

  9. After completing these steps, the new department will be added to your Xero organization.

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