Managing multiple companies and branches
Organise business entities and working locations without mixing records.
Before you begin
- Company administration permission
- List of legal entities and locations
- Plan allowances confirmed
Step-by-step instructions
Complete and verify each stage before continuing.
- 01
Identify separate legal entities
List businesses that need separate ledger books, invoices, GST registrations or legal identity. Use the company master rather than branch records for those boundaries.
- 02
Add permitted companies
Open the company administration screen, create company records and verify identifying fields. Follow subscription limits and company-creation validation.
- 03
Configure branches
Use the company’s available branch management where supported. Confirm the default branch and add extra operating locations only when required.
- 04
Assign warehouse context
Map stock locations to the intended company and branch workflow. Test stock movement rules before performing a real warehouse transfer.
- 05
Set user rights
Assign company and module permissions. Verify an employee cannot switch into or edit records in an unauthorised company.
- 06
Test reporting and switching
Switch companies and review one sample report in each context. Confirm that invoices and dashboards show the correct active company.
Final verification checklist
- Each invoice has the right company details
- Stock reports use the intended location
- Users can only enter permitted companies