Account Grouping allows you to organize accounts into specific groups that can be used to control visibility for certain users. This feature is especially useful if you want to restrict which accounts some users can see when submitting expenses.
Who Account Groups Apply To
Submitter Only roles: Account restrictions apply. Groups determine which accounts these users can access.
Admins and Advisors: Always see all accounts regardless of groupings.
How to Add an Account to a Group
Navigate to Settings > Accounts (under the Lists menu).
Locate the account you want to group and click the + sign in the Groups column.
In the popup window:
Select an existing group from the dropdown, or
Click Create new group to add a new one.
Click Save.
👉 Tip: One account can be assigned to multiple groups.
Viewing & Removing Groups
Once added, the group(s) will appear as a pill on the main Accounts table.
To remove a group, simply hover over the pill and click the x.
Example Use Case
If you want only your marketing team submitters to code expenses to Meals & Entertainment, you can create a Marketing Group, add the account there, and assign that group to the marketing submitters. Other submitters won’t see the account in their dropdown.