What Are Entities?
Entities represent separate legal or operational divisions of your company. For example, you might have multiple subsidiaries, properties, or divisions that need to be managed individually.
When Do Entities Appear in Quickly?
Multiple Entities: If your accounting system is integrated with Quickly and your company has multiple entities, the dropdown menu will appear in the top-right corner of your screen.
Single Entity: If your company has only one entity, the dropdown menu will not appear, as it isn’t needed.
How to Use the Entity Dropdown:
Accessing the Dropdown
Navigate to any section in Quickly (e.g., Bills or Invoices).
If entities are enabled, you’ll see a dropdown menu in the top-right corner.
Switch Between Entities
Click the dropdown to select a specific entity.
This filters the data to show only the bills or invoices related to the selected entity.
View All Entities
Select All from the dropdown to see a combined view of bills or invoices across all entities.