How to Add New Business or Sub-Location
Introduction
Adding new entities to your account helps you seamlessly manage finances across all your businesses from one centralized platform. If you need to create a new business or add a new sub-business location, this guide will walk you through the simple steps required to manage and link that entity to your Spend Platform account.
To Begin
- Log in to the Dashboard
- Click on the Business details drop-down on the Menu
- The following drop-down will appear as shown below. Click "Add New Business"
- You'll see options to choose from. Select one of the following:
a. Create new business – Use this for a completely new business that requires its own compliance documents. It won't inherit your existing business's compliance status.
b. Create a new business sub-location – Use this for a different location under your existing business. It will inherit your current compliance status. - Fill in all the required details for your chosen action
- Click "Create" to complete the action.
- You will get a success modal indicating that your new business or sub-business has been successfully added.
That's it! You have successfully added a new business or sub-location to your account.
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