Multiple companies / departments

Created: 2014-04-03
Last updated: 2016-04-15
Post view count: 2468

You may add a new company or department to your account by going Settings > Company / departments > Add new company or add new department.



A separate department may have, for instance, a different location or bank account, however it has to have the same Tax ID.
You can add it by going to Settings > Company department > Add new department.




If the department has a different Tax ID then it becomes a new separate company.



 


Companies or departments under one account
 

If you are adding a new company or department under one account, then all clients and products are mutual. In every account type you may add an unlimited amount of departments, however separate companies may be added from the Professional plan and onwards.





Separate department numbering

 

You may choose whether you wish to have separate numbering for each department. However, within one account, the software does not allow you to have two invoices with the same number per year. If you want to have separate numbering, it is best to add a letter or number that defines the department at the very beginning. That way every department will have separate numbering.



 

Companies as separate accounts
 

For every account you can add a new company as a separate account (they have different client and product base and are separately paid). Go to Settings > Company / departments > Add new company > Add company (via new account).



 

After adding a new company you can manage it using the same login and password, as well as switch between them easily.

 


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