Organizing
How to Add a Company
1 min read
On the web app (app.spendflow.ca), a company is a separate business with its own receipts, invoices, divisions and reports. Basic includes 1 company, Pro up to 3, and Enterprise up to 5.
Step by step
- 1
Open Settings → Companies
In the web app, open Settings and choose Companies. You see every company you own, with its currency and country.
- 2
Add company
Click Add company. You can also pick Add company at the bottom of the company switcher in the header.
- 3
Fill in the details
Enter the Name, Currency, the month your fiscal year starts in, the Business number / tax ID (optional) and the Address, City, Province / state, Postal code and Country.
Under Start with, choose Copy categories from… to begin with the groups of a company you already have, or Start empty.
- 4
Save
Click Add company again to create it. It appears in the company switcher in the header straight away. To add a logo, open the company with Edit and use Choose logo.
Adding a company past your plan’s limit asks you to upgrade first.
More in Organizing
How to Add a Division
File receipts under a division of a company, such as a branch or a project.
How to Add a Group
Lunch, Office, Fuel — sort spending inside a division.
How to Set Up a Card Rule
File everything paid on one card into a division or group automatically.
How to Switch Companies
Move between your companies, or see them all together.
How to Invite a Client to Upload
Give a client a workspace and let them send you receipts.