Use ClickUp's account groups template to organize your account titles into their respective account groups.
Summary of Financial Accounts
Add template to your ClickUp accountTemplate Includes
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CLOSED, OPEN, ACTIVE, INACTIVE, ON HOLD
- 🔴 Credit
- 🧮 DrCr
- 📂 Account Groups
- 🗃 Account Type
- 💵 Liquidity
- 🟢 Debit
- 🔢 Group No.
- Getting Started Guide
- 📂 Account Groups
- 📁 Accounts
- 📂 Account Groups
