Multi-company, Branch and Currency Controls

What does multi-company, branch and currency controls do in SERP?

Company, branch, location and currency controls establish the business context in which users work and reports are interpreted. SERP connects this work with administration & security, so users can review its operational context through the related records.

Business problem it addresses

A valid transaction for one company can be misleading when compared with another company, branch or currency without checking scope.

Key functions

• Review company access and the available company switcher.
• Set branch and location context separately from page permissions.
• Maintain supported currencies, exchange rates and reporting filters.

How the workflow works

1. Confirm company.
2. Check role and branch.
3. Review transaction currency.
4. Process permitted work.
5. Compare reports with matching scope.

Example business scenario

A finance user reviews activity for two branches. They confirm the company, dates and available branch filters before comparing reports, and check the exchange-rate context where different currencies are involved.

Controls and availability

Multiple company records do not establish automatic consolidated financial statements. Available languages and regional settings are deployment dependent; native mobile apps and offline operation are not claimed.

How to assess the result

Confirm the active company and permitted branch or location before comparing records. For currency questions, inspect the transaction currency and relevant exchange rate. Ask explicitly which report scope is supported instead of inferring consolidation from a company switcher.

Connected SERP capabilities

Read the Administration & Security module guide for the wider process and SERP reporting for the distinction between a transaction document and an analytical report.