How to switch between companies using the multi-company view

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Enable a multi company dashboard and switch between companies using the multi-company view

If you’re managing the payables and receivables for multiple companies, you can turn on Melio’s multi-company dashboard to manage all your companies from the same interface with one simple login, saving you valuable time spent logging in and out of your accounts, providing an overview of all of your businesses’ payments at a glance.


First, enable the multi-company dashboard (see full article on enabling the dashboard). Once enabled, a “Companies” section will appear in the left side navigation bar (as shown below)


There are 3 ways to switch between accounts:


1. Through the "Companies” dashboard


2. The top dropdown Menu


3. Clicking your profile logo or picture, then clicking “Switch company”


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