Documentation/ Account and plan/ Group companies
Group companies
Several companies can share one plan. Set up that way, a parent company buys and runs the plan and the companies under it draw on a shared allowance, while each keeps its own documents, its own master records and its own users.
On this page
What is shared and what is not
| Item | Whose it is |
|---|---|
| The plan | Shared. It belongs to the parent company. |
| Processing allowance | Shared across the whole group. |
| Billing and payment method | The parent's. |
| Documents | Each company's own. |
| Supplier, client and product master records | Each company's own. |
| Users | Each company's own. |
| Nominal accounts | Each company's own, except those set up as global. |
The allowance and how it is counted
There is one allowance and it is used up together: whatever any company in the group processes comes off the same balance.
So the usage and available figures a subsidiary shows are for the whole group, not for what that company alone has done. Do not read them as its own usage.
What only the parent can do
These can only be done from the parent company's account:
- Change plan, up or down.
- Open the billing portal and change the payment method.
- View and download the subscription invoices.
- Start the plan at the end of a free trial.
How it looks from a subsidiary
The plan screen says outright that the parent company runs this, and names it where it knows it. The actions above are not shown at all, rather than shown and then failing.
The subscription invoices are not offered either: the billing customer sits with the parent.
A free trial across a group
During a free trial, the notice with the days and credits left appears in the subsidiaries too, because the allowance is shared. What is not there is the button to start the plan: when the credits run out, the notice says that whoever runs the main account has to do it.
Adding a company to the group
Tying a company into a group is not something you set up in the application. It is done at sign-up, or by asking support, naming the parent company and the companies that sit under it.