Getting Started with Expense for Multiple Companies Within Your Group
If your organization consists of multiple companies within the same group, Expense can be configured for each legal entity individually while providing a consistent and efficient expense management process across the entire group. To ensure a smooth implementation, each company that will use Expense must be set up separately.
Getting Started
To begin using Expense across multiple companies within your group:
- 🏢 Identify all companies that will be using Expense
- 📝 Complete our Order Form for each individual company
- 📤 Submit the completed forms
- ✅ Our onboarding team will configure each company accordingly
Once the information has been received, we will help set up Expense and ensure that each company is properly configured.
Why Is an Order Form Required for Each Company?
Each company may have unique requirements, including:
- 📊 Accounting structures
- 👥 User administration
- 💳 Corporate card integrations
- 💰 Reimbursement settings
- 📁 Internal accounts and cost centers
- ✅ Approval and workflow configurations
Setting up each company individually helps ensure that all configurations align with the company's specific processes and requirements.
What Happens After Submission?
After receiving the order forms, we will:
- ⚙️ Configure Expense for each company
- 👥 Prepare user management settings
- 📊 Set up accounting and export formats where applicable
- ✅ Verify the company setup
- 🚀 Support you through the onboarding process
Our team will guide you through the next steps to ensure a successful implementation.
Benefits of a Group-Wide Expense Setup
✅ Consistent Processes
Standardize expense management across the group while maintaining company-specific settings.
👥 Easier Administration
Manage users, policies, and workflows efficiently across multiple entities.
📊 Improved Visibility
Maintain clear reporting and financial tracking per company.
🚀 Scalable Solution
Easily add new companies as your organization grows.
💡 Tips Before You Start
- ✅ Gather information for all companies that will use Expense
- 👥 Identify administrators for each company
- 📊 Review accounting and approval requirements
- 📁 Prepare internal account structures if applicable
This will help speed up the onboarding process.
❓ Frequently Asked Questions (FAQ)
Do I need to complete an order form for every company?
Yes. Each company that will use Expense requires its own setup and therefore its own order form.
Can multiple companies be onboarded at the same time?
Yes. Several companies within the same group can be implemented simultaneously.
Will each company have its own settings?
Yes. Each company can have its own configuration, workflows, accounting settings, and user structure.
Who can help if we have questions?
Our onboarding and support teams are happy to assist throughout the setup process.
✅ Summary
- 🏢 Expense can be configured for multiple companies within the same group
- 📝 Complete an order form for each company
- ⚙️ Each company is configured individually
- 👥 Dedicated support is provided during onboarding
- 🚀 Create a scalable and efficient expense management process across your group