You can manage several company accounts in Planyard and link your user profile to all accounts. This guide provides detailed instructions on setting up and linking multiple accounts efficiently.
Introduction
In Planyard, a company account represents a legal entity. This means that each company account has its own unique details, such as a company logo, address, and registration number. Additionally, each company account can be integrated with different business entities in Xero or QuickBooks, ensuring that your financial data remains organised and accurate across various legal entities.
However, you can set up multiple company accounts and link your users for each account. This allows you to swiftly transition between companies with minimal effort.
In this guide you will find information on how to create a new company account and information on how to link your users for the company accounts.
Contact Your Planyard Representative
To ensure that the use of multiple and linked accounts is included in your contract, please contact your Planyard representative. Additionally, there are specific settings that need to be activated by Planyard staff to facilitate this functionality.
What Does It Mean to Have Multiple Company Accounts?
Having multiple company accounts in Planyard allows you to:
Maintain Distinct Legal Entities: Each company account is treated as a separate legal entity. This is crucial for businesses that operate multiple companies, subsidiaries, or projects requiring distinct legal and financial separation.
Unique Company Information: For each company account, you can have a unique company logo, address, and registration number, ensuring that your company-specific information is accurately reflected.
Dedicated Integrations: Each company account can be integrated with its own Xero, QuickBooks, Sage or MYOB account. This means you can have different business entities in your accounting software linked to each Planyard company account, ensuring that your financial data flows correctly and efficiently between systems.
How Does It Work?
To create a new company account in Planyard, you simply register a new Planyard account utilising an email alias. An email alias allows you to create a new account without needing a completely different email address.
To create an alias, use the plus sign (+) followed by additional text with your existing email address. For example, if your current email is steven@company.com, you can register a new Planyard account using steven+1@company.com. Even though you will have two separate Planyard accounts, all communication will still arrive in your primary inbox (steven@company.com), making it easy to manage multiple accounts.
TIP! Use an email alias that clearly indicates which Planyard account the email address is associated with. For example, if the subsidiary is called Subsidiary X, Steven could use the alias steven+sx@company.com.
Register a New Company Account
- Navigate to www.planyard.com.
- Click ‘Try it for free’ in the top right corner.
- Provide the company information for your new company and use your email alias to create the account.
Once the new company account is created, you can start adjusting the settings and integrations for this business entity. To see how to link your accounts and switch between them, refer to this guide.