How to keep multi-company financial operations separated
Use deliberate workspace boundaries so customers, documents, costs and decisions stay with the right business.
Treat each company separately
Keep legal identity, document settings, taxes, currencies and ownership with the correct entity.
Create company-specific records
Customers, projects, items and service connections should live in the intended workspace.
Check context at high-risk moments
Verify the active company before documents, payments, uploads, invitations and exports.
Review before aggregation
Validate source records inside each company before relying on a combined view.
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