1. Frequently Asked Questions
  2. Accounting & Administration

How to Hide Expense Accounts

It's easy to toggle accounts off or on to make them available or hidden from your team when they assign segments to their charges (eg. accounts, classes, departments)

If you find that some accounts in your chart of accounts have been imported, but you don't actually need them for credit card transactions, don't worry! You can easily deactivate these accounts in your segments by going to the Settings tab, and then selecting Accounting and Chart of Accounts.

Once you're there, you'll be able to see your chart of accounts and make changes. Simply toggle the account status to the left to hide it from your drop-down menus. This way, you can keep your accounts organized and only display the ones you really need.