Credit control across multiple entities
Run one credit control process across every company in your group.
- Every entity under one Trove login
- Each brand, currency and time zone kept separate
- Entities split across your team
Trusted by finance teams around the world
“It has made a significant difference in our ability to manage credit control and support our clients.”
Justine Marshall
Director
How multi-entity support works in Trove
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1
One login, with an overview of the whole group
Your accounting system keeps each company as a separate file, so without Trove a group ends up with as many logins and credit control processes as it has companies.
Trove puts every entity under one login. Switch between companies in one place, and see where overdue debt sits across the whole group with group reporting.
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2
Keep credit control separate for each entity
In Trove, each entity chases from its own email address and branding, so a client shared by two of your companies is always chased by the right one.
Every entity has its own currency and time zone, and syncs with its own accounting file, so notes and emails land in the right company's records.
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3
Split the group's chasing across a team
In Trove, give each person access to the entities they look after. One credit controller takes half the group and a colleague takes the rest, each chasing from their own address.
The finance lead still sees every entity in one place, and the Advanced plan has a fixed monthly price however many companies you add.
Resources on multi-entity support
- Multi-entity
Running credit control across multiple entities in Xero
Xero treats every entity as separate, so a group can end up with an inconsistent chasing process. How to run consistent credit control using Trove.
Read now - Onboarding
How to onboard a group of companies onto Trove, entity by entity
Here's how to onboard multiple entities onto Trove, starting with one and then cloning the process to the remainder.
Read now - Groups
Bringing credit control in-house across a group of companies
Bringing credit control in-house can make sense if your setup needs context and your provider is struggling. Here's when it works across a group.
Read now - Reporting
The credit control reports that matter when you run a group
Here are the four credit control reports worth having across a multi-entity group of companies and why.
Read now
Multi-entity support: common questions
Everything you need to know
Can Trove manage credit control for multiple companies?
Yes. Multi-entity support is on the Advanced plan. Every company in your group sits under one login, and you can run the same chasing process across all of them.
Do I need a separate login for each company?
No. All your entities sit under one login, so you switch between them in one place rather than logging in and out of each accounting file.
Can each company chase from its own email address?
Yes. Each entity sends from its own address and branding, so customers shared by two of your companies are always chased by the right one.
Can different entities use different currencies and time zones?
Yes. Every entity can have its own currency and time zone.
Can I limit which companies each team member sees?
Yes. You can give each person access to the entities they look after, while the finance lead sees the whole group.
Does Trove charge per entity?
No. The Advanced plan has a fixed monthly price, with no charge per entity or per user.
Related features
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Credit control reporting
Live reports on overdue invoices and debtor health, with your own reports and group reporting on bigger plans.
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Send from a custom domain
Every reminder comes from your Gmail, Outlook or own domain, and replies come straight back to you.
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Team approvals
Control who can view, send or change what, with approvals for everything else and every decision logged.
See it working on your own customers
See multi-entity support in action.
Multi-entity support is included on the Advanced plan.
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