WHAT THIS HELPS YOU DO
- Understand the current business-count entitlements
- Keep records within the correct business
- Know when to contact Tally Badger about larger requirements
SHORT TRAINING
Working across multiple businesses
Training video coming soon
The finished video will include captions, a transcript and a non-autoplay fallback.STEP BY STEP
Follow the process
- 01
Check the current plan
Starter and Business support one business. Business Pro supports up to five businesses.
- 02
Choose the correct business
When more than one business is available, confirm the active business before viewing or creating records.
- 03
Keep records separated
Customers, suppliers and financial records belong to the business in which they are created.
- 04
Plan for more than five
Contact Tally Badger if the organisation needs more than five businesses.
USEFUL TIPS
A few things worth checking
- Business availability is controlled by the organisation's plan.
- Always check the active business before adding a record.
- Exact business-creation screens will be documented after an approved application walkthrough.
COMMON QUESTIONS
Where people can get stuck
How many businesses does each plan include?
Starter and Business include one business. Business Pro includes up to five. More than five requires a conversation with Tally Badger.
Where are the creation instructions?
This phase does not invent an unverified creation flow. Exact steps will be added after the current application journey is captured.