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How are companies automatically added to the Project Team?

Disclaimer: FlipperForce does not provide tax, legal, or accounting advice. This report and FAQ are for informational purposes only and should not be soley relied upon for tax compliance. Because IRS rules are complex and subject to change, we strongly recommend consulting with a qualified tax professional or accountant before making business decisions or filing returns.
Companies are automatically added when they are assigned to a task on the project schedule or to an expense in the expense tracker.

FlipperForce intelligently assigns Companies to the Project Team based on their activity, automatically recognizing when a company is connected to meaningful work on a project and adding them without any manual setup. This means your Companies list builds itself as scheduling and expense tracking happen, rather than requiring someone to add each company by hand.

Here is a list of the meaningful actions that trigger a company being automatically added to the Project Team:

  • Company is assigned to a task on the project schedule
  • Company is assigned to an expense in the expense tracker

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