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How to Add Multiple Businesses to Your Weel Account

  • Updated

If you're an admin, you can add more than one business to your Weel account and switch between them without logging out.

Add a new business (web app only)

  1. In the top-right corner of the web app, click your business name. With only one business on your account, this button shows a building icon, plus a PENDING tag if that business is still being verified. With two or more businesses, it's a different button showing a briefcase-style icon next to your current business's name instead, with the same PENDING tag behaviour. Either way, it's separate from the gear-shaped Settings button beside it, which only opens User management and Account settings.
  2. Click Add new business.
    • With only one business, this option sits directly in the dropdown alongside Log out. With two or more, it's in the footer of the searchable business list alongside Logout.
  3. Select the country the new business is registered in: Australia or New Zealand.
  4. Enter the business's ABN or ACN (Australia) or NZBN (New Zealand). For Australia, Weel checks this against the Australian Business Register, which also carries ASIC's company data for ACN lookups; for New Zealand, against the NZBN register.
  5. If that number matches a business you already own in Weel, the new business is created immediately, already verified, under a name Weel assigns (you can rename it straight after). Skip to "Once verification is complete" below; there's no KYB step for this business.
  6. If it matches a business already in Weel that you're not the owner of, you'll land on a screen asking you to get that owner's sign-off, with their name and email and a one-click way to email or copy their address, before the business can be created under the same group. This applies only when you're adding a business from an existing account, not the public sign-up flow, and only where this capability is enabled, so you may or may not encounter it.
  7. Otherwise, complete the business verification (KYB) steps for the new business, the same way you verified your first business.

Once verification is complete, or immediately per step 5 if your new business shares an existing verified registration, the new business is added to your account and you can switch to it at any time.

Adding a new business isn't available in the mobile app; use the web app for this.

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Switch between businesses

Web app

  1. Click your business name in the top-right corner of the web app.
  2. Select the business you want from the list.
    • With only one business, this dropdown just shows Add new business and Log out. With two or more, it's a searchable list showing each business's name and currency, plus a Multi-entity dashboard link for admins on two or more businesses, giving a combined view across those businesses.

Mobile app

  1. Tap Menu.
  2. Tap Change Business.
  3. Select the business you want from the list. The business you're currently in shows a checkmark.

Switching moves you straight into the new business. It doesn't carry over cached data, such as categories, budgets and custom fields, from the one you left.

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