Several companies and groups

Add and switch companies

1. Connect each company from Data & connections. With one login that holds several companies (for example Odoo), add the second company to the same connector; it becomes its own company.
2. Use the company menu in the top bar to switch. Every screen follows the company you pick.

View the group together

Choose Consolidated in the company menu, tick two or more companies and apply. The group view brings them together, names any company missing months, and refuses to mix companies reported in different currencies.

Questions