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Streamline how you restrict client account choices - ie. all liability or all balance sheet

Streamline how you restrict client account choices - ie. all liability or all balance sheet - right now you pick account name by account name alphabetically - I want to limit the client access to picking balance sheet accounts (other than fixed assets) and restrict them from picking liability accounts.

Status: Planned1 comment

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Comments1

  • Brandon Bruce

    Team•

    May 11

    This is coming soon!