Business File is the data file and functional unit for one organisation, comprising of all functionality and information held for that organisation in Olivs.

Create new Business File

To create a Business File, you must be an Owner of a Subscriber, or be a Member holding permission to create Business File on their behalf.

Log in to Olivs and select ‘New Business File’ below your Favourites list. On the new page (G-05), select the Subscriber you wish to enter basic details, including:

• Business name – we recommend using legal name of the business, trading name can be added later,
• ABN,
• Business type – initial list of accounts varies in small details depending on type.

You can also set up how other Team Members can access this Business File:

• Allow Team members of your Subscriber to access file automatically with Admin privileges – each Team Member of your Subscriber can gain access to the file without your approval, by going to list of Business Files and selecting ‘Request Access’
• Allow Team members of your Subscriber to invite users from outside team