Multiple Businesses/Workspaces

It would be really helpful if we could add multiple businesses to our account so we are able to organize our invoices and receipts easily, get insights on each business and send their transactions to separate GD folders. Here are a few key features:

  • Import invoices/receipts/statements 1x to master account and organize them under the correct business either by vendor, date or custom rule

  • Option to Import invoices/receipts to a specific business

  • Toggle back and forth between businesses from the same parent account

  • Send transactions to separate GD folders for easy bookkeeping

  • Add users to a specific business (instead of all businesses within the parent account)

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Upvoters
Status

Planned

Board
💡

Feature Request

Date

11 months ago

Author

Whitney Lee

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