Product tutorial
Switch between Company work and My business
See how Company work and payment status differ from your private My business, then switch back to the Company. This edited example reviews existing records and invoice setup; it does not create or move records, change permissions or send money.
Earlier interface shown.
Desktop Mobile
Steps you can read
- Check the current area
Check the Company or My business name in the header before adding or changing a record.
- Review Company work
In a Company, use Work and My time for work done with that Company. Open Payments, then My payments, to check the approved amounts, payments and balance for your own Company work.
- Open private My business
Return to Work and open the Company or business switcher. Choose My business, marked Private, for your independent work.
- Review your own invoices
Under My business, open Invoices for your own clients. Business details opens the invoice setup reused on invoices you create here; this example reviews the existing details without changing them.
- Return to the Company
Use the switcher to choose your Company again. In this example, switching from My invoices returns to Company Home.
- Keep records separate
Company records and private My business records remain separate. Switching does not move records, grant Company permissions, create an invoice or send money.
Read the transcript
Use Company Work for time with this Company.
Open My payments to check your Company payment status.
Choose My business for your independent work.
Open Invoices for your own clients.
Review the business details reused on your invoices.
Choose your Company again. Its records stay separate.
Use a Company for shared work
Shared contractor operations: people, work, reviews, amounts, and payment records allowed by your access.
Your private independent work: own work, clients, invoices, and client payment records.
Use the header switcher before adding a record.
Read diagram explanation
Choose Company for shared contractor work, or My business for your private client work. The header switcher changes the area you view; it does not move records between them.
Company and My business keep separate records.
The Company pays $59 USD/month or $590/year for its subscription. There are no per-seat or per-contractor fees. Invited colleagues use that subscription with the access their role allows.
A Company contains the contractor records shared with people who have access to that Company. This can include People, Time, Timesheets, Agreements, Attention, amounts owed, and payment status.
Company invoices have their own submission and review steps. For that workflow, see Create and review a Company invoice in the related articles below.
Use My business for your independent work
My business is free and private to your account. Record your own work, manage clients, create invoices and track client payments without a Company subscription.
Expenses submitted for review and Company payment reports are Company-only features. My business does not provide personal expense tracking or Company payment reports. Company payment reports also require the Company plan and the appropriate payment permissions; switching areas does not grant either.
For your private time zone, open the account menu, choose Settings, then Regional settings. Review the browser suggestion or choose another place and save explicitly. This preference is separate from Company regional settings and does not move previously recorded time instants.
Records stay separate
A record created in My business does not automatically appear in a Company. A Company record does not become part of your private client history. Check the Company or My business name at the top of the page before adding a record.
Switch areas
Use the Company switcher to choose the Company or My business you need. The available navigation changes because each area supports different work.
Recording your own time in a Company requires a linked contractor profile. Owning a Company or reviewing other people's time does not create that profile. If My time shows a setup prerequisite, review it with a Company administrator; use Team time only when your existing permissions allow it.