Overview:
Managing multiple businesses efficiently can be challenging, requiring a seamless way to navigate, track, and oversee financial activities. The Multi-Business Dashboard simplifies this process by offering a centralized interface, allowing users to access and manage multiple businesses effortlessly. This feature optimizes financial monitoring, improving workflow efficiency and decision-making.
A. Accountant View: This section is designed for accountants at firms, enabling them to easily view and monitor the financial activities of their clients' businesses.
B. Business View: This area allows employees of the business to efficiently track and manage their own financial operations.
Highlighted Features:
📌 Role-Based Access – Accountants see client businesses, while business users see their assigned businesses.
📌 Search – Search businesses by name for quick access.
📌 Dynamic Business Intent Handling – Clicking on a business redirects users based on intent:
👉 BooksGPT, FirmClosingSuite, & PremiumFirmClosingSuite → Business Settings Page
👉 FullBookkeeping → Business Dashboard
📌 Streamlined Navigation – Improved UI with left-aligned business search and an intuitive layout.
Benefits:
A. Improves Efficiency – Easily switch between multiple businesses without extra navigation steps.
B. Better Organization – Ensures users access only relevant businesses based on their role.
C. Faster Decision-Making – Consolidated data for better financial oversight and quick actions.