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User guide Inexchange

Switching between companies

  1. USER GUIDE
    1. Dashboard
    2. User details
    3. Switch between companies
    4. Change password
  2. INVOICES
    1. Activate “Create invoice”
    2. Create invoice
    3. Credit invoice
    4. Invoices to manage
    5. - Select and change delivery method
    6. - Add attachment
    7. - Correct invoice
    8. Sent invoices
    9. Received invoices
    10. Copy an invoice
  3. REGISTERS
    1. Customers
    2. Suppliers
  4. SETTINGS
    1. Subscriptions
    2. General – Company info
    3. General – Contact info
    4. General – Reports
    5. General – User management
    6. Cancellation of the service
    7. Cancel the termination
    8. Accounts receivable – FTP settings
    9. Accounts receivable – Invoice settings
    10. Accounts receivable – Print settings
    11. Accounts payable – Reference management
  5. SUPPLIER INVOICE BASIC
    1. Activate Supplier Invoice Basic in Inexchange
    2. When an invoice is received
    3. Your company is already registered in Peppol
  6. INEXCHANGE STORE
    1. Change Customer Invoice Subscription
  7. OTHER
    1. PDF upload
    2. Verify company details
    3. Signing process

You can switch companies by clicking the arrow icon next to the company name and selecting a new company from the list. This guide helps you quickly and easily navigate between the companies you have access to.

What does switching companies mean?

Switching companies means logging in to another company you have permission to access. Many users need to move between several organizations. This guide explains how to switch companies directly from the view where your current company is displayed.

How to switch companies
  1. Go to the view where your current company is shown in the top left corner.
  2. Click the icon with the two arrows next to the company name.
  3. A new window opens showing all companies you have access to.
  4. Search for a specific company or scroll through the list.
  5. Click the company you want to log in to.

View showing company name and the button for switching companies

Window for selecting a new company

What does the company list show?

Under Current company you will see the company you are currently using, including organization number and customer number. All other companies you have access to appear under the list of available companies.

Tips
  • Only companies you have permission for are shown.
  • Use the search field if the list is long.
  • If you cannot find a company, it may be due to missing permissions.
FAQ about Switching between companies

Why do I not see all companies?

You only see the companies you have permission to access.

Do I need to log out to switch companies?

No, switching is done directly using the arrow icon.

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