Switching
Use the switcher at the top of the sidebar. Everything follows: invoices, settings, rules, and your role. Your role is per administration. Being an administrator in one does not make you one in another. Pick All administrations in the switcher, or click the organization name above it, to open the organization overview.All administrations at once
The organization overview shows every administration you can open on one page: what was booked in Exact, what is still open, and who has access. You see which one is stuck without opening each in turn. You only see the administrations you have access to. Organization administrators see all of them.Who can open which administration
Access is set per administration. A colleague can open all administrations of the organization, or only the ones you choose, with a role per administration. You set this on the Team tab of the organization overview. See Team.What is shared and what is not
Adding an administration
If your Exact account already grants access, use Sync administrations under Settings > Integrations. Each granted administration is added as its own workspace. Colleagues with access to all administrations can open it right away. Fill in the VAT number or Chamber of Commerce number for every administration. Invoice payments need one of the two. The Administrations tab of the organization overview shows which administrations still miss both.Settings are deliberately not copied between administrations. Two companies that invoice differently should be allowed to book differently. If their charts of accounts match, they can still learn coding from each other.