The organizations you belong to will be displayed in the upper-left corner, where you can freely choose between them.

Next to each organization, you’ll see how many companies are part of it.

Document List

By default, all widgets will display all documents for all companies within the respective organizations.

Next to each document, it will indicate which company it belongs to.

If you want to view documents from only one company or any combination of companies, you can use the filter to the right of the organization and check the boxes next to the companies you want to display in the list.

If you want to filter temporarily, simply select the company in the filter.

Master Data

All master data is still linked to each company, so even if multiple companies are part of the same organization and appear in the same list, only the relevant accounts and vendors will be displayed when you post entries or are on the document details page.

Settings

There are two types of settings.

Global Settings These apply to the entire organization. Examples include:

• Roles

• Users

• Security

Company Settings apply to the individual company.

• Flows

• Validations

• Automations