One SmartLedger login can hold several companies, each with its own books, GSTIN and plan. The company switcher in the top bar shows which company you're working in and lets you move to another or add a new one.
Switch to another company
Click the company switcher at the top right of the screen.
It shows the current company's name, its plan (such as FREE, PRO or MAX TRIAL) and its GSTIN.
Under Your Companies, find the company you want. To narrow a long list, type in Search by Company or GSTIN.
Click the company.
SmartLedger confirms with "Company switched successfully" and opens that company's dashboard. The company you're in is marked with a tick, and each row shows that company's own plan.
The company you switch to becomes your default, so it's the one that opens the next time you sign in.
The Select Company page
If you belong to several companies and none is set as your default, SmartLedger shows Select Company after you sign in. Click the company to open it. You can also move through the list with the arrow keys and press Enter. With more than three companies, a Search By Account or GST box appears above the list.
Add another company
Open the company switcher and click Add Company at the bottom of the list.
On the Select Company page, click + Add Company instead.
In the Create Company panel, enter the GSTIN.
A valid GSTIN is looked up automatically and fills in the Company Name and address. If it can't be verified, you're asked to enter the company name yourself. GSTIN is optional.
Check or enter the Company Name. It's required when there's no GSTIN.
Optionally, add a logo under Upload Company Logo.
Click Create Company.
When you see Company created, click Switch to new company, or Stay on same company to carry on where you are.
Switching takes you to Choose a plan for your new company. Click Start free trial on Plus, Pro or Max to try that plan, or choose the Free option under the cards to keep the company on Free.
Accept an invitation to a company
When someone invites you to their company, it appears in your list with an INVITED tag, and an orange dot shows on the switcher.
- Open the company switcher and click Accept next to the company.
- In TEAM INVITATION, click Accept invitation.
- Click Switch now to open the company, or Stay here.
Tips
- Each browser tab remembers its own company, so you can keep two companies open side by side in separate tabs.
- While a trial is waiting for a payment method, hover over the plan badge in the switcher to see how many days are left. Clicking the badge opens the upgrade screen.
- You can't add two companies with the same GSTIN to your own list.
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