Organize Your Account with Lists

Use Lists in the Accounting section to organize employees, categories, locations, and custom fields for reporting and filtering.

Owners and admins can view lists from the Accounting section of the account.

Accounting section navigation showing access to the Lists page.

Lists Overview

Lists page showing Employees, Categories, Custom Fields, and Locations options.

List	Description
Employees	List of all members that belong to your account.
Categories	List of categories used on cards and transactions. For example, you can use general ledger (GL) codes as categories.
Custom field (for example, Departments)	Custom field used for members in your account. For example, a Sales department can group people and their related cards and transaction data.
Locations	List of all locations added to the account. Useful for businesses with employees in multiple locations.
Custom field (for example, Company Codes)	Custom field used for cards and transactions. For example, a company code unique to your business or accounting department.

Lists are helpful to filter the people, cards, and transactions in your account. Use the options alongside each page to apply filters.

Here is a filter of transactions from the Marketing department, in the San Francisco location, and under the Yes - Client company code.