About visibility settings
Visibility settings let you customise which options appear for specific users when they're submitting or editing documents.
These restrictions will apply to the users designated as submitters in your organisation. Any user can be designated as a submitter regardless of their role or permissions.
All other members of your organisation which are not in the list of submitters will continue to see full lists of options.
Available options
You can control which options submitters see for:
Categories
Tracking categories (Xero)
Classes/Locations (QuickBooks)
Tax rates
Setting up visibility settings
Only users with Admin, Owner, or Bookkeeper roles can set up visibility settings, but they can be applied to any user in your organisation.
Go to Settings > Company settings > Lists > Visibility
Select the submitter(s) you'd like to customise options for
Choose which categories, tax rates, tracking category options and classes / locations they should see
Save your changes
Once set up, submitters will only see the selected options in dropdown menus when submitting documents via mobile or categorising from their browser. This applies to all documents uploaded to Apron, whether they're attached to Apron Card transactions or other documents that are uploaded.