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:

Select Accounts > Customize Account Groups from the main menu.
Use the vertical arrows to drag a group to a different position in the list.
Select the eye icon to toggle a group as visible or hidden. Hidden groups won't appear in drop-down menus, but their accounts remain accessible through other groups.
Use the share slider to control whether the group is shared with other users on the contract. This option is not available for system-created groups.

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.

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.

Add account group (Commercial)

Create new account groups to organize accounts across memberships and configure sharing and visibility options. Get step-by-step instructions to add one.

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