Managing Partner Companies

Once you have created a client account, you can add and then subsequently remove companies within the client account.

Adding Companies to Client Accounts¶

There are two ways to add companies to a client account:

Create a new company directly in the client account.
Transfer an existing company into the client account.

Each of these is outlined below:

Create a New Company¶

To create a new company directly in a client account:

Go to the Profile icon > Client Accounts.
Select a client account from the list of client accounts that you want to create a company for.
Click on Manage Companies.
Click on the Add Company button.
Follow the usual steps that you would follow for creating a company.

More information on creating companies can be found on the following help page:

General Setup > Managing Companies

Transfer a Company¶

If you wish to transfer a company that doesn’t belong to any client account into a client account, or you wish to transfer companies from one client account to another:

Go to the Profile icon > Companies.
Click on the drop-down arrow next to the company name that you wish to transfer.
Select Internal Transfer.
Select the client account that you want the company to belong to from the drop-down menu for New Account.
Click Transfer

When transferring a company from one client account to another, you can also do this within the client account:

Go to the Profile icon > Client Accounts and select the client account that the company currently belongs to.
Go to Manage Companies.
Click on the drop-down arrow next to the company name that you wish to transfer.
Select Transfer Client Account.
Select the client account that you want the company to belong to from the drop-down menu for New Account.
Click Transfer.

Removing Companies from Client Accounts¶

There are two ways to remove companies from a client account:

Delete the company (not recommended).
Transfer the company into another client account or completely out of client accounts.

Each of these is outlined below:

Delete a Company¶

We do not recommend deleting companies if payroll has previously been processed for it, as this will remove all payroll records for the company. Instead, employees should just be made inactive so that no billing for this company occurs.

However, if you created a company in error, you can delete it as follows:

Go to the Profile icon > Companies.
Click on the drop-down arrow next to the company name.
Select Delete and then confirm that you wish to delete the company.

You can also delete a company from within the client account as follows:

Go to the Profile icon > Client Accounts.
From the list of client accounts, select the client account that contains the company that you wish to delete.
Click on Manage Companies.
Click on the drop-down arrow next to the company name.
Select Delete and then confirm that you wish to delete the company.

Transfer a Company¶

You can transfer a company out of a client account as follows:

Go to the Profile icon > Client Accounts and select the client account that the company currently belongs to.
Go to Manage Companies.
Click on the drop-down arrow next to the company name that you wish to transfer.
Select Transfer Client Account.
Select the new client account that you want the company to belong to from the drop-down menu for New Account or select ‘None’ if you do not want the company to belong to any client accounts.
Click Transfer.