I'm not seeing how to do this. When I put the Parent Account on the Exclude Accounts from Category List, it appears to also exclude the Sub-Accounts. I'd prefer the client be forced to select the appropriate sub-account.
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Planned
Feature Requests
10 months ago

Jan Lockie
Get notified by email when there are changes.
Planned
Feature Requests
10 months ago

Jan Lockie
Get notified by email when there are changes.