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
10 months ago

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

Jibby Bond
Get notified by email when there are changes.