Account Groupings

Organise accounts into groups to control which accounts submitters can see when coding expenses.

Updated

Overview

Account Grouping allows you to organise accounts into specific groups that can be used to control visibility for certain users. This feature proves particularly useful when you need to restrict which accounts submitters can access during expense coding.

Who Account Groups Apply To

  • Submitter Only roles: Account restrictions apply. Groups determine which accounts these users can access.
  • Admins and Advisors: Always see all accounts regardless of groupings.

How to Add an Account to a Group

  1. Navigate to Settings > Accounts (under the Lists menu).
  2. Locate the account you want to group and click the + sign in the Groups column.
  3. In the popup window:
    • Select an existing group from the dropdown, or
    • Click Create new group to add a new one.
  4. Click Save.

Tip: One account can be assigned to multiple groups.

Viewing & Removing Groups

  • Once added, the group(s) will appear as a pill on the main Accounts table.
  • To remove a group, simply hover over the pill and click the x.

Example Use Case

You can create a Marketing Group, add the "Meals & Entertainment" account there, and assign that group to marketing submitters. This restricts visibility so other submitters won't see that account in their dropdown.