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Hierarchical (Sub) Accounts

Feature Request

Currently sub accounts are totally separate. What would be cool though is if there were hierarchical.

Master
- Sub Personal
- Sub Biz1
- Sub Biz2

So when I select Master I see all documents and receipts. When I select a subaccount i only see a filtered view.

Because at the end of the day I paid for all those things regardless in which sub account they are.

You could even allow nesting to sub-sub levels.

Permissions would be for a level so i can only see things in my level ie Sub Biz2

Posted by Patrick Wolf ·
2 comments

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Comments2

  • Patrick Wolf

    •

    Sep 26, 2024

    What I'm realizing is that the hierarchical filtering could even go down to the year and month level.

    Master

    • Year /Month

    • Biz

    • Year/Month

    • Biz1

    • Year/Month

    So in master I can see all receipts for all sub accounts for a particular month etc

    even give permission on a year/month level then 😊

  • Patrick Wolf

    •

    Sep 26, 2024

    This might also be a way to track projects (ie as sub accounts)
    https://sparkreceipt.featurebase.app/p/option-to-put-receipts-in-project-folders