Multiple-company workflows
Work with the companies you are authorized to access while keeping each company's documents, settings, roles and reporting context separate.
Select the company before doing the work
An adviser or shared finance team may work across several companies, but the operational context still matters. Select the intended company before creating a document, asking an accounting question or opening a report. Product settings, available features and user responsibilities belong to that company rather than being assumed from the previous session.
Keep local requirements and access explicit
Different companies may have different currencies, tax settings, connected banks and operational modules. Company-scoped reporting helps advisers examine the right records without mixing unrelated books. Inviting a colleague or assigning a role to one company is not blanket permission to work on every other company in the portfolio.
What to know before you start
Multiple-company access is not automatic group consolidation, intercompany elimination or a single subscription covering every legal entity. Confirm reporting and licensing requirements separately.
Practical questions
Are records from different companies merged?
No. Operational work and report access retain the selected company's scope.
Can each company have different user roles?
Yes. Membership and responsibilities are managed for the company in question.
Continue the workflow
Team roles and accountant collaboration
Give colleagues access to the company workflows they need, with distinct sales, purchasing, warehouse, manufacturing, banking and compliance responsibilities.
Multicurrency accounting
Work with transaction and home currencies, supported exchange-rate lookups and currency-aware commercial documents without confusing foreign exchange with bank connectivity.
Balance sheet and profit and loss
Review the company's financial position and period results using available statement reports, with account classifications and source transactions behind the totals.