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Internal account bindings

With internal account bindings, you link internal accounts together, for example a cost center with certain projects. When the user chooses the cost center, the linked projects show at the top of the list. It is faster and leads to fewer mistakes.

🔍 How it works

Term Means Example
Main account (parent code) The internal account the binding starts from Cost center 100
Linked accounts (child codes) Internal accounts that show first when the main account is chosen Project A, B and C

✅ The user chooses Cost center 100 and sees Project A, B and C at the top. The other projects are still further down the list.

👉 Applies to: administrators who have set up internal accounts.

🔗 How to create an internal account binding

  1. Go to Administrate > Internal accounts.
  2. Open the internal account that will be the main account.
  3. Go to the Internal Account Bindings tab.
  4. Click New binding.
  5. Select the internal account you want to link to.
  6. Select the accounts that should show at the top of the list.
  7. Click Save.

✅ The selected accounts now show first when the user chooses the main account.

💡 Create bindings for the most common combinations and review them when the organization changes.

❓ Frequently asked questions (FAQ)

Does the binding limit which accounts the user can choose?
No, the other accounts are still in the list. The linked ones just show at the top.

Can several accounts be linked to the same main account?
Yes.

Do users need to do anything?
No, the binding works automatically once it has been created.

Can I change or delete a binding?
Yes, at any time.

✅ Summary

  • 🔗 Administrate > Internal accounts > the Internal Account Bindings tab
  • 📁 Link child codes to a main account
  • ✅ Linked accounts show first, the others are still there

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