Hello,

I recommend, if you haven’t done so already, that you search this community for “companies in one tenant” and read the 60 or so questions from previous posters.

FYI - Companies in one tenant share one chart of accounts. If your customers’ employees and customers cannot agree on one chart of accounts then you will need two tenants.  This is not usually a problem but I have had circumstances where clients could not agree and ended up with separate tenants.

I always recommend multiple companies in one tenant - the features work well for the majority of clients and vastly improve/automate intercompany transaction processing and month end reporting.  I have only once encountered a situation where separate tenants were not wanted but ended up being required and it’s described below, with option to vote for improvements.

We had a distribution client with two companies in two countries with two currencies, etc. Yes, multi-currency in one tenant is supported now and currency is not where we had a problem.  The problem was, the exact same items, hundreds of the same inventory items shipping out from two countries, had different weight measures in different countries. The US using the English(?) system and the other country using Metric system.  Our customer did not want to duplicate their items and have separate Stock Item ID’s, to accommodate freight features, packaging, shipment calculations etc. 

I just added an Idea to the Ideas section of this Community today.  Please vote!

Thank you.

Laura

Hello Laura - I notice your contribution - to look up Companies in one tenant share one chart of accounts - but I can't find this topic raised specifically. We are getting the issue where stock is being adjusted between different branches, and Pricing for different currencies in the different branches are causing confusion especially for those with access to more than one branch. I am unsure whether to create seperate logins for these individuals per branch so they only see one at a time. any thoughts direction?

Hello, Gavin,

I have seen a few sites where the employees have separate sign-ins for separate branches, to help Users be cognizant of where they are and to see only customers, vendors, item prices, etc. that belong to the signed-in branch.

You might set the separate logins up in a test tenant, then meet with your employees to spend an hour working through transactions in the test tenant.  This exercise will flush out any issues caused by not seeing the other companies and branches and will give your employees a chance to provide input and to understand what it will be like to sign in and out for each company.

Laura

i think this is a good idea. hey - i’m liking this forum to get the help and inspiration.