heaps of various options from bundles i have installed just not sure how to expose my new custom transaction type to that menu

Is it in Personalize at the bottom of that menu?

@Netsuite Tragic that’s the weird thing - nope!

I’m going to take a punt it’s one of those options in the header of the Custom Record as a staring point

as in when the custom transaction type is first created? can’t see anything that would link with the new bar setup

@mattb I was thinking it's a field that is not totally obvious, maybe "ALLOW QUICK ADD". (I just tried it but didn't immeidately remove it from the menu.) Any 'ACCESS TYPE' permissions on the custom record?