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Multi-entity management
Updated over a month ago

This article is for:

  • ๐Ÿข Business owners who manage multiple organizations on Tola

  • ๐Ÿงฎ Accountants who manage multiple clients on Tola

The "All organizations" dashboard is available to users who belong to multiple organizations on Tola.

The dashboard provides the following information across all your organizations at a glance:

  • Onboarding - the organization's progress through the onboarding process (including KYB and bank accounts setup)

  • Todo - easy access to a list of bills and invoices that require approval or payment

  • Accounting - see which accounting software the organization is connected to, or quickly set up a new connection

  • Financing - a summary of available financing

  • Members - view and change who has access to the organization

  • Actions - export statements from Tola for assisted reconciliation

Access to the dashboard

You can access the dashboard immediately after signing, or from within any organization by selecting the "All organizations" option

After signing in

or choose "All organizations" from the dropdown

Please contact help@tola.support with any questions and we will be happy to help.

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