Adding More Companies / Organisations

You can add as many companies/organisations as you like to your account via the “My Companies” page. This page also lists current organisations that are associated with your account.

To access the “My Companies” page go to Settings (cog icon) > My Companies.

To add a new organisation click on the Add Company button. This will redirect you to the Xero authentication screen. Upon login you are able to select the organisation you are authorising BeanBox to access. Once selected you will be redirected back to BeanBox and the repeating invoice importing process will commence.

Note: If you have access to multiple organisations in Xero, then it is best to have your Xero setup to access all of these from the same email login.  When you connect to BeanBox, Xero will give you a dropdown to select the organisation you want BeanBox to access.  If you currently use different email logins in Xero for your different accounts, you need to make sure you are either logged out of Xero, or logged into Xero with the correct account you want to access, as Xero won’t give you a dropdown to select the organisation if the Xero login you’re currently logged in as only has access to one Xero account).

Access level: In order to add an organisation to BeanBox you must first have “Standard access” permissions or higher for that Xero account.

Trial Periods: Each new company added to BeanBox will get its own 30 day free trial period. (This trial period only works once per Xero company ID).

Subscriptions: Each organisation in BeanBox has its own subscription.  For example, if you have two organisations connected to BeanBox you can have one of them on the free plan and the other on the standard plan if you wish.

Switching between organisations:  Once you have added more than one organisation you can easily switch between them by hovering over your organisation name at the top right and choosing the organisation you want to switch to.

in Settings & Users

Related Articles

This website or its third-party tools use cookies as explained in our privacy policy. By clicking the 'Accept' button, scrolling this page, clicking a link or continuing to browse, you agree to the use of cookies.