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.
Switch what you are viewing
- Open the switcher in the Friday Falcon header.
- Choose a Company or My business.
- Check the name shown in the app header before making changes.
Company
A Company contains shared contractor records. What you can see and do depends on your Access role and Permissions in that Company.
My business
My business contains your private independent-business records, including your clients and invoices. Company records do not become My business records when you switch views.
If a Company is missing
Your invitation may still need to be accepted, or your access may have ended. Ask the Company Owner or an Administrator to check your access.