I think what makes the most sense for MY workflow would be to go to client settings and where it says "Include Accounts On Category List" there would be a "Open Full List" option that opens a bigger window with the full chart of accounts visible. Then I would click a checkbox next to each (parent or child acct) if I wanted that account visible to the client or not. Click save, and boom. Faster than finding each one using the dropdown.
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Planned
Feature Requests
6 months ago

Jibby Bond
Get notified by email when there are changes.
Planned
Feature Requests
6 months ago

Jibby Bond
Get notified by email when there are changes.