Viewing Accounts by Company
Navigate to Accounting > Accounts, where all accounts across all companies are shown by default.
Click on the Companies dropdown to select and view accounts specific to an individual company.
Creating Company-Specific Accounts
To link accounts exclusively to one company:
Create a new account (see Adding, Editing, and Deleting Accounts or Subaccounts).
In the Link Account To section, change from All Companies to the specific company.
Save your changes. The account will now only appear in that company's books.
Setting the Operating Account for a Company
Navigate to Accounting > Companies, and select the desired company from the left menu.
Click the Company tab, then scroll to the Operating Accounts section
Click on the Default Operating Account header to expand the section, and then click on the Default field
Select the bank from the dropdown.
Click Save.
Automatic Linking of Transactions
Most transactions automatically associate with the appropriate company based on tenant or building ownership.
You can manually adjust the associated company or building during transaction entry or check writing.
Setting Operating Accounts by Property
Refer to the Setting Operating Account by Property guide if separate operating accounts per property are needed.