Customize account groups - Commercial

Rearrange, show or hide, and share account groups across your memberships.

Before you begin:

  • You must have permission to Customize Account Groups.

Here’s how to customize your account groups:

  1. Select Accounts > Customize Account Groups from the top menu.
  2. Select and hold the up/down arrow icon to drag a group to a new position in the list.
  3. Select the eye icon to hide or unhide a group. Hidden groups won’t appear in account selector dropdowns for transactions, but their accounts remain accessible through other groups.

Use the Shared toggle to share or unshare the group with other contract users. By default, groups are visible only to their creator.

More on accounts

Personalize accounts (Commercial)

Rename and reorder your accounts to make navigation quicker and more intuitive. Get step-by-step instructions to personalize them.

Personalize accounts

Print and export transactions (Commercial)

Filter, download, and print transaction history in multiple formats, including CSV, OFX, and BAI2. Get step-by-step instructions to export or print.

Export transactions

We're here for you every step of the way.

Check out our support centre for step-by-step instructions on new and returning features.

Commercial Support Centre