What is the best way for a single user to manage two accounts managed by different companies?

Braden
Braden Expensify Customer Posts: 2 Expensify Newcomer

Hello, what would be the best way for a single user to manage two accounts managed by different companies? In this case: My boss has an Expensify account controlled by company A and an Expensify account controlled by company B. Both have already been created in Expensify, boss@companyA.com and boss@companyB.com respectively, and both have a number of policies specific to their needs.

As he logs expenses to both accounts throughout the day he has to log out and log back in on his mobile as he goes or leave one companies receipts till the end of day and make the switch then.

So far the best solution I can find is to set up copilot access on his accounts to at least make swapping between accounts easier to handle as he goes. Is there a better way?

Thank you,

Best Answers

Answers