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 βreviewedβ so it drops off their list once completed, they still are required to enter a description)β¦ 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".
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Completed
Feature Requests
6 months ago

Taylor Ammons
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Completed
Feature Requests
6 months ago

Taylor Ammons
Get notified by email when there are changes.