Keep separate businesses clearly separated.
Maintain companies with their own records and switch to the intended company before working. Separation helps avoid entering one business transaction into another business file.
Selected company
Its transactions and settings
Company-specific documents and reports
Separate business identities need separate records.
Multiple-company working keeps transactions, accounts and document identity associated with the intended business. This is useful when the same team handles more than one entity or set of books, because a familiar customer name can otherwise make an entry in the wrong company easy to miss.
Select the correct company and financial year before entering or reporting. Verify its name, document numbering, tax details and print format. Open a sample invoice and ledger in each company so staff recognise the distinction during daily work.
How to use it.
Keep separate businesses clearly separated.
- 01
Create and identify each company clearly
- 02
Select the correct company before entry
- 03
Review company-specific reports and backups
What this looks like in your business.
An owner operates two businesses with different bill identities and needs separate records for each.
Good questions.
Clear answers.
Choose the workflow that fits your business and confirm its setup in a demonstration.
Can each company use a different invoice format?
The documented company-specific format workflow supports choosing formats for different companies. Test the printed identity, bank details and terms in each company so a correct bill is not presented under the wrong business details.
What setup should I confirm?
Separate companies do not automatically imply consolidated reporting. Confirm the reporting arrangement you need.
What else can help?
Customer and supplier ledgers
See what a customer owes or a supplier is due.
Read the guide →Ledger with item details
Understand the balance and the items behind it.
Read the guide →Bill-by-bill outstanding
Know which invoice still needs payment.
Read the guide →See it with a sample from your business.
Bring a sample bill or item list. We’ll show you the steps and answer your questions.