- Start by clicking on your company name on the bottom left corner of the screen. This will open a side menu where you can switch between existing company accounts, or create a new company account.
2. Click Add Company.
3. Enter the name of your new company account. Click Next to proceed.
4. Now choose a RogerAddress for your new company account (read more about RogerAddress here ). Roger provides a suggestion based on your company name, or you can select your own prefix in the text box if you want a different RogerAddress. Click Next to proceed.
The new company account is now created and ready to be used. You can easily switch between your company accounts or create new accounts at any time.
- Note: If you're an accountant/partner, the steps are the same except for one part. When you add a new client, you'll see a page where you're asked wether you would like to be billed yourself, or if you'd like your client to be billed.