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Can I limit which Accounts and Categories from my ERP are active in ControlHub?

Yes. You can determine which Accounts from your ERP (NetSuite or Quickbooks) are available in ControlHub for your teammates to use. You can do this in your Account Settings / ERP subtab , where you c…

Updated 1 year ago by Jean Acosta

Can I limit which Accounts and Categories are visible to my team members based on their Team?

Yes. You can suggest which Accounts and Categories your users should use when generating Requests in ControlHub based on their Team. To do so: Head over to the Company Settings tab. Go to the Categor…

Updated 1 year ago by Jean Acosta

How to edit a Category?

To create or add Categories to your account: Head over to your account Settings (top right gear icon ⚙️). Locate the Categories subtab. You'll see all your existing Categories listed. If you want to…

Updated 2 years ago by Jean Acosta

How do I add Categories?

To create or add Categories to your account: Head over to your account Settings (top right gear icon ⚙️). Locate the Categories subtab. Enter a New Category name in the Add New field and press Enter.…

Updated 2 years ago by Jean Acosta

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Can I limit which Accounts and Categories from my ERP are active in ControlHub?

Can I limit which Accounts and Categories are visible to my team members based on their Team?

How to edit a Category?

How do I add Categories?

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