With multi-company, you’re managing all your companies from one dashboard.
Switching between them to manage their payables and receivables separately is very easy.
There are 3 ways to switch between accounts:
2. Through the dropdown list at the top of the screen.
Switching through Companies
1. Sign in to Melio.
2. Click Companies in the left sidebar.
3. Select the relevant company by clicking it.
Switching through the dropdown list
1. Sign in to Melio.
2. Next to the account name, click the black arrow.
3. Select the relevant company from the dropdown list.
Switching through Switch company
1. Sign in to Melio.
2. At the bottom of the screen, you’ll see a circle with the company’s logo or initials.
3. Click it with your mouse.
4. Click Switch company.
5. Select the relevant company from the list.