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Converting a Single Company to a Company Group

If you need to log multiple Companies under one Company Group, here's how!

Written by Alan Molina
Updated over 10 months ago

Single Companies, or Single Site Companies provide a simple interface for Companies that have just one site/office. Therefore, rather than navigating to a Company and then multiple Company screens, you can see all this information combined in a Single Company screen. If you have some customers who have more than one office, then it's possible to convert a Company to a Company Group.

If you wish to learn more about the difference between Single Companies and Company Groups, please click here.

Step 1: Navigate to the Single Company

Firstly, navigate to the Single Company that you need to convert to a Company Group.

Step 2: Open Further Options Menu

Click the three dots in the top right-hand corner to access the further options menu and select 'Convert to Company Group'.

Step 3: Confirm Conversion

Click the Confirm button to convert this Single Company to a Company Group.

You'll then be taken to the new Company Group where you can create additional Companies. Click here to learn how to create Companies under a Company Group.

Please note: you can also convert Company Groups back to a Single Company if required.

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