More Business Actions

Add Multiple Business

If you have multiple businesses and want to manage them separately, you can add different business in Devize. This allows you to keep business records distinct and streamline operations for each business entity.

Open Profile Menu: Click the profile icon in the top-right corner to open the menu.
Navigate to My Business: From the list, select My Business to go to the business page.
Locate the New Business Button: On the business page, find the New Business button.
Start Adding a Business: Click the New Business button to begin.
Enter Business Details: Fill in the required fields with your business information.
Save the Business: Once all fields are completed, click Save to add your new business.
Confirmation: Your new business has been successfully added.

Switch Business

If you manage multiple businesses, you can quickly switch between them without logging out. This makes it easy to handle different businesses efficiently within Devize.

Switching Between Businesses: There are two ways to switch between businesses.
Using the Dropdown: Click the dropdown next to the profile icon in the top-right corner.
Select a Business: A list of businesses will appear. Select the business you want to switch to.
Using the Business Page: Click the profile icon and select My Business from the dropdown menu.
View Your Businesses: You will be redirected to the business page, where all your businesses are listed.
Switch to a Business: Click on the business you want to switch to.
Confirmation: You will now be switched to the selected business’s dashboard.

Setup Workflow Configuration

Workflow configurations help you customize how your business operations function, including business ID formatting for invoices, estimates, and payments.

Open Configuration Menu: Click on Configuration in the sidebar to access business settings.
Go to Business Tab: Under Configuration, navigate to the Business tab.
Select General Settings: Click on General within the Business tab to configure ID formatting settings.
Update Business ID Formatting: Modify the prefix, custom string, number pattern, or template for invoices, estimates, expenses, and payments.
Save the Changes: Click Save to apply the updated business ID formatting settings.
Confirmation: Your business ID formatting settings have been updated successfully.

Invite New Member

In Devize, you can invite new members to your business by assigning them a role and sending an invitation via email. The Member Management tab helps you track the status of invited members.

Open Configuration Settings: Navigate to the Configuration section from the sidebar.
Go to Member Management: Click on the Member Management tab to view the list of invited members along with their status, role, and email.
Click the Invite Button: To add a new member, click the Invite button.
Fill in Member Details: Enter the Email of the new member and select their Role from the dropdown.
Send the Invitation: Click the Invite button to send an invitation.

Accept Business Invite

If you have received an invitation to join a business in Devize, follow these steps to accept or reject the invite.

Go to Business Page: Click the Profile Icon at the top-right corner of the screen. A popover menu will appear. From the list, select My Business to access the business page.
Check Notifications: Click on the Bell Icon to view new notifications or click the View Invites button to see all pending invitations.
Review the Invite: In the pending invites section, check the details of the business invitation.
Accept or Reject: Click Accept to join the business or Reject to decline the invitation.