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 centralised platform. Whether 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 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 will get a view to choose the action of your choice. As shown below, select either:
- Create new business - This is a new business that would require a different set of compliance documents, so it would not inherit your existing business compliance status
- Create a new business sub-location- This is a different location under your existing business; it would inherit your existing 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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