If you are an organization with multiple subsidiaries spread across different countries, you can have all of those subsidiaries on Sage Expense Management easily.
You can create multiple orgs as sub-orgs to the primary organization (the main organization). In this article, we will cover the steps to create Multiple organizations within Sage Expense Management and how you can switch between them easily.
Creating another organization
It is only possible for the Owner of an org to create another sub-org. Please inform your Account Manager by emailing [email protected] to update the billing details before creating multiple orgs.
Follow these steps to create multiple organizations on Sage Expense Management:
Go to Organization Settings > Account > General
Click on Add Organization
Enter the name of the subsidiary or sub-org, its domain, and its home currency. You can have different currencies for different orgs on Sage Expense Management.
Click on Save to create an organization on Sage Expense Management for your subsidiary.
You can switch between the orgs by clicking on the org name here.
Cross-org Approvals
If you have employees who need approvals from multiple orgs, you can use the cross-org approvals. You can read this article to understand the process.