The Enterprise+ plan is a group-level solution that allows you to manage all your companies on the same platform, together and separately. With this plan, you will always manage the data of at least 2 companies belonging to the same company group and at least 10 users.
Adding new companies to your installation is done separately as a custom order—ask your customer success manager for more information.
Permissions: Admin (implementation and settings)
PSA plans: Enterprise+
Benefits of the Enterprise+ plan
A multi-company installation provides centralized management of all companies operating under the parent company, as well as the ability to manage each one separately.
- Shared accounts and contact details: The system creates only one account and one contact person, to which different account relationships can be assigned for all your companies.
- Shared resources and additional permissions: You can grant staff rights and tasks for projects across multiple companies, or create external freelancer users.
- A unified invoicing tool for all companies
- Multi-currency support: quotes, invoices, and reporting in multiple currencies.
- Integration with accounting software
- Advanced reporting and visibility into all subsidiaries: you can create reports for the entire group or by company.
Enterprise+ implementation and settings
If you want to upgrade your current PSA plan to the Enterprise+ plan, please contact your designated Finago customer success manager.
Once the Enterprise+ plan has been activated, new menus and settings will appear in the program.
- In the upper-right corner of the settings pages, you can manage which company’s settings you are editing.
- New setting options will appear on some settings pages.
- In list and report views, you can choose which company’s data is being viewed.