Plenty of people run more than one thing on Finocket — a trader with two firms, a CA holding several clients' books, or one person keeping a business and a personal set of accounts deliberately apart. Finocket keeps them apart properly, and gives you one place to move between them.
Where do I switch?
- On a computer or tablet: click your profile picture at the bottom of the narrow bar on the left.
- On a phone: tap your profile picture at the top right.
It is the same menu either way, and everything you can move between is in it: your accounts, the businesses inside one account, and — if you keep books for other people — their workspaces. They used to sit in three different places that looked alike, so whichever one did not apply to you seemed to be broken.
If you only have one business and one sign-in, the switcher does not appear at all. There is nothing to move between, so it stays out of your way.
Why do I see a workspace and a company with the same name?
You should not any more. The menu used to list two things that looked identical: the workspaces you can open, and every company you could read — including companies belonging to clients whose books you keep. Picking the workspace changed what you were looking at; picking the same-named company did nothing at all, because the books you see follow the workspace.
Now each workspace appears once, and the companies listed are the companies of the workspace you are actually in. To reach a client's company, open their workspace first — that is the step that changes what you see. If a workspace has only one company, no company list appears, because there is nothing to choose.
What is the difference between a business and an account?
They are two different things, and Finocket never mixes them up.
- A business is a workspace you belong to — your firm, or a client whose books you keep. One sign-in can hold several. Switching between them is instant and needs no password.
- An account is a different sign-in entirely — a different person, or the same person keeping a personal login separate from a work one. Two accounts share nothing: not their books, not their settings, not anything saved on this device.
Finocket will never join two accounts together because the email addresses look similar. If you want them kept apart, they stay apart.
How do I add another business?
Choose Add a business in the switcher. That takes you to your list of businesses, where you can create the new one. It belongs to the sign-in you are already using — you do not sign up again, and you do not need a second email address.
How do I add another sign-in?
Choose Add another account. Finocket asks you to sign in fresh, even though you are already signed in — that is deliberate, because this is meant to be a different account. Both then stay signed in, and the switcher lists them, much like being signed in to two mail accounts at once.
Whose name am I looking at?
Two names can be on screen at once, and they answer different questions.
- The switcher at the top names the business you are looking at. If you keep books for a client, this is the client.
- Your account menu — the circle at the far right — names you, the person signed in. It stays your name and your photo whichever business you are in, so the Sign out button is never sitting under somebody else’s name.
The same applies to the greeting on your dashboard: it greets you, not the business. And when you are in a client’s workspace, the yellow bar across the top says whose books they are and whether you can change anything.
Which sign-in am I using?
Open your account menu and your email address sits just under your name, in smaller grey type. That is the address you signed in with.
It is there because a name is not always enough to tell two accounts apart. People often hold more than one sign-in for the same company — a personal one and a shared support one, say — and both can carry the same business name and the same photo. The email is the part that differs, so it is the part worth checking before you change anything.
If you see no address there, the account has none saved. That happens when two sign-ins were merged and one address had to be released so the other could keep it. Everything else about the account is unaffected.
Telling someone which books you mean
The web address carries the business you are looking at, not just the page you are on. It is there when you switch, and it stays there as you move around.
The long code in it is your business’s own identifier. You never need to read or remember it — it is there so that a link, or a screenshot of one, says which set of books it came from.
This matters when you are talking to someone else about a screen. Before, a link you sent opened whichever business the other person had last been looking at, so two people could be reading the same page and seeing different books without either of them noticing. Now the link says which one you meant.
It does not hand out access. Opening a link to books you have not been invited to simply shows you your own; you see a business because you were added to it, never because a link said so. And if you open a page without one of these links, nothing changes — you carry on in the business you were last in.
Can support open my workspace?
Yes, when you have asked for help with something. Someone from our team can open your workspace so they are looking at exactly what you are looking at, rather than asking you to describe it. While they are in, they see and change what you would see and change — no more than that, because they are working inside your workspace under your permissions, not above them.
Nothing of theirs comes in with them, and nothing of yours leaves with them. The business they had selected, anything their own screens had saved on their device and anything cached from another customer are all cleared before your workspace opens, and cleared again when they leave. Without that, a change made on your behalf can end up labelled with the wrong business — which the database refuses outright, so the change simply fails to save.
Every time a member of our team opens a workspace it is recorded — who opened it, when they opened it, when they left, and how long they were in there.
What happens to my data when I switch?
Everything the last business had saved on your device is cleared first, and the page reloads. This is why a switch takes a moment rather than being instant: it is the only way to be certain that a figure from the last set of books can never appear under the next one's name.
You land on the same screen you were already looking at. If you were comparing two clients' reports, you get the other client's report — not a trip back to the dashboard.
Signing out when several accounts are signed in
Finocket asks which you mean. Sign out ends only the account you are using and leaves the others working. Sign out of all accountsends every one of them on this device.
On a shared or public computer, choose sign out of all accounts. Signing out of one while another stays open is how someone else ends up looking at books that are not theirs.
Signing in with Demystify ID for the first time
You do not need anyone to connect your account for you first. Signing in with Demystify ID sets things up as you arrive.
If you already had a Finocket account using the same email address, signing in joins the two. Your books, your settings and your history stay exactly where they were — there is nothing to move across and nothing to tidy up afterwards.
Finocket only joins them when Demystify ID has confirmed that email address, meaning you opened a link sent to that mailbox. If it has not, the sign-in stops and asks you to confirm your address first. That is deliberate: without it, anyone who knew your email address could reach your books by typing it in.
If two different Demystify IDs point at one Finocket account, we stop and ask rather than guessing which is yours. Plenty of people keep a work sign-in and a personal one apart on purpose, and joining them is not something that can be undone. Contact support and we will sort out which is which.
What signing out actually ends
If you sign in with Demystify ID, two things are keeping you signed in: Finocket itself, and Demystify ID. Signing out ends both. That is why it matters — ending only the first would let the next visit to Finocket use the second and put you straight back on your dashboard, without ever asking who you are.
Anything Finocket had saved on the device goes at the same time: which business you were in, the screens you had open, and whatever it was holding for the sync queue.
You can sign out from the menu under your photo in the top right, or from the bottom of your profile page. Both do exactly the same thing.
You are returned to the Finocket sign-in screen. On a test or preview version of the app you may stop on a Demystify ID page instead — that is normal, and you are fully signed out either way.
If you sign in with an email address and password instead of Demystify ID, none of this applies — signing out has always worked the way you would expect.
Finding your way around a settings page
A settings page is grouped into sections. On Business Details those are your identity, your business address, payment details, and so on; on Account they are your app lock, your device passcode, your recovery key and the rest. Click a section heading to fold it away, and click it again to open it. Folding the ones you rarely change makes the page shorter every time you come back.
On most settings pages a wide screen also shows an On this page list beside the content. Click any entry and Finocket opens that section and scrolls straight to it. Expand all and Collapse all sit underneath. A few pages have no such list — the Settings list itself already has one beside it — and there the sections still fold and unfold exactly the same way.
Two things worth knowing. What you fold away is remembered on that device only, so your phone and your laptop can each be set up the way you like. And searching the page with your browser still works — if the word you are looking for is inside a folded section, the browser opens it for you rather than reporting nothing.
Nothing you have typed is lost by folding a section. You can edit your address, fold it away to reach the bank fields below, and press Save once — everything on the page is saved together, whether its section is open or closed.