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Adding business partners and sharing profit

Updated Aug 2026

Set partner shares at company or business-unit level, with partner accounts kept for you.

Add a partner and set their share for the whole company or a specific business unit.

What is tracked

  • Cost and profit are attributed by share.
  • Each partner has a current account (contributions, drawings and their share).
  • A read-only Partner role lets a partner see their position without edit rights.

A partner set on a parent unit covers its whole subtree.

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