Organizing
How to Add a Division
1 min read
Step by step
- 1
Open the list
Go to Profile → Manage Companies, and tap Add company.
In the phone app this list is still called Companies, under Profile → Manage Companies.
- 2
Name it
Enter the name. SpendFlow treats "OneSoftWay" and "OneSoftWay S.R.L." as the same, so a receipt printed either way finds it.
- 3
Create
Tap Create. Any receipts the AI had already matched to that name are filed into the new division straight away.
More in Organizing
How to Add a Company
Give another business its own books in SpendFlow.
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.