If your company has subsidiaries, multiple companies or other entities, you can easily set these up under an existing TriNet Expense Management company. To do so, please do the following:
(Note: The Company Owner of the Parent Company can only view the subsidiary's users and expense reports.)
1. Login as the company owner and go to Settings > Company Settings > Manage Users
2. Select the user who will be the owner of the new subsidiary and select the Add Subsidiary button.. If you have not added the user yet, please do so first.
3. Add the new subsidiary information and Save.
Once a subsidiary is created, the company owner will be able to view all the expense data by subsidiary. Simply select the subsidiary in the drop-down to view subsidiary users.
If you want to move a user from a company to the subsidiary (or vice-versa), select the user and the Move User button.
To view Subsidiary expense reports the Company Owner can go to Reports > Company. Select the subsidiary in the Company drop-down list to view reports.
