Organizing
How to Switch Companies
1 min read
On the web app (app.spendflow.ca), the company switcher in the header decides whose books you are working in. It appears once you have more than one company.
Step by step
- 1
Open the switcher
Click the company name in the header. The menu lists My companies, and Clients if you work with any.
- 2
Pick a company
Choose a company to work in its receipts, invoices and reports. A check mark shows which one is open.
- 3
Or choose All Companies
Pick All Companies for totals and lists across every company you own. In those lists, opening a row takes you into that row’s company.
All Companies needs at least two companies.
- 4
Pick one when a page asks
Pages that work on one company’s books show a Pick a company screen while All Companies is on. Choose a company from the list to carry on.
More in Organizing
How to Add a Company
Give another business its own books in SpendFlow.
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 Invite a Client to Upload
Give a client a workspace and let them send you receipts.