Account Grouping by Category

I think it would be helpful for reporting purposes if there was a way to assign a category to accounts. For example, if we have 3 accounts for medical, dental and vision, we can group them together in a category called benefits. With this we could then use it in reporting so rather than seeing each account separately, we can just see the category which would include the 3 accounts.

  • Ken Dymacek
  • Mar 23 2022
  • Needs review
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