Specify client-only visible expense accounts while entire COA is available to accountant

For a particular client, I have selected Accounts to include on the Category List in order to limit what the client can recategorize things to (one being a catchall β€œreviewed” so it drops off their list once completed, they still are required to enter a description)… however I realized that also limits what I can categorize expenses to! Is there anyway to give them a set list of accounts to choose from, but for me/my team to still see all the accounts when we go to approve their updates? In this particular instance, I trust my client to correctly categorize "Meals" or "Travel" but things like a distribution, I just want them to update the description, and mark the account as "For Review" category so then I can come into Uncat & move it to "Owner Distribution".

Which component of Uncat does this request relate to?
-

Please authenticate to join the conversation.

Upvoters
Status

Completed

Board
πŸ’‘

Feature Requests

Date

10 months ago

Author

Taylor Ammons

Subscribe to post

Get notified by email when there are changes.