# Both partners sign. Each location shows its profit

URL: https://www.orla.finance/en/for/practices
Markdown twin of that page. Append `.md` to any Orla page URL to get one.

Linden Dental runs two locations with two partners, an associate and a hygienist on contract, a locum when one is short, a practice manager and an outside accountant.

#### Associates, hygienists and locums on contract, paid in one batch

Dr. Rao worked eighteen days at Elm Street, Beth covered Riverside all month, Dr. Hale did six locum days. One batch on the sixth, each payout under its location, signed by both partners.

- One batch a month: every practitioner's amount with the location and the days it covers, signed once by each partner the rule names, paid on the bank account each contact carries.
- A practitioner on contract is a contact with a rail, not a seat; a new one types their own bank details on the link you send, and a changed account is held until a second person confirms it by phone.
- The money leaves from your own bank account, and Orla cannot send it alone: where Mercury payouts are on, each payment is a request in Mercury's approval queue, under a token that cannot send; in Airwallex the approved payments are lines of a draft batch, one per currency, that a person submits there.
- Ask what is paid this week and whether it all fits: each payment reads fits or move, with the day money is expected on that account. The card only moves a payment later, never earlier.

#### Two partners, one rule for what the practice spends

Above $3,000 both partners sign; the manager prepares and never signs. When one partner is at the chair all day, what waits, and what goes through?

- Signing rules: a threshold, the number of signatures and who may give them, address book only, and a monthly allowance per person counted across every door.
- Whoever proposes a payment cannot sign it: the quorum counts only other people, and the rule checks the batch total, so it cannot be dodged by slicing.
- A role is only a starting set: each action that changes the book asks for its own key, in the app and in the Telegram and Slack bots alike.
- A line under a payment says This does not look like you when a payee is paid far above their usual or the same amount goes to the same payee twice in a week. It explains and never blocks.
- Every action in an audit trail the accountant can read, never edit.

#### Each location's profit, side by side

Riverside opened last year and still feels thin. With its rent, its lab bills and the locum days counted against it, what did each location keep in October?

- A location is a project: its income, its practitioners' pay, its rent and its lab bills sit under it. Once one project exists the bulk bar labels many rows at once.
- The Profit and Loss tree splits every category by project, six months side by side, and every figure opens into the rows it was made of.
- A project carries a total budget: the space is told once at 80 percent and once at 100, and the figure in the alert is the one on the Profit and Loss row.
- A report is described in words and saved as a question, and it runs again each time it is opened.

#### Lab and supply bills, under the location they belong to

Northcrest Lab bills each location separately, Summit Supply sends one PDF for the month, rent is due on the first at both. What is due where, and is anything in twice?

- Mailed to the space's own address or filed from Documents, a bill is read off its paper with its item lines, and filed under the project it belongs to. One PDF holding several invoices becomes several bills.
- Before a bill is paid, the book looks for the one it already has: the same number written another way (NL-90214 and NL 90214), the same amount from that supplier within ninety days under a new number, or money that already left to them for that amount. A person says duplicate or different bill, and both papers stay.
- Several accepted bills can go out together as one payout run, under the same signing rule as everything else.

#### A card per location for the small things

Gloves run out on a Tuesday, the sterilizer needs a part, the front desk orders paper. Can each location carry its own card with a ceiling, and does the receipt come back?

- Virtual cards from one prepaid balance, topped up in USDT or USDC; there is no card or bank transfer into it.
- A card per person with a ceiling, freeze and block; once a day the cards' balance is checked against what the issuer reports, and a difference is told to the owner and admins.
- Rows without paper are asked of whoever paid, and the row closes itself the moment the photo arrives.

#### The month to the accountant, by location

Two locations, three practitioners, a lab, two rents, and an accountant who wants the month by location and nothing still waiting for a partner's signature.

- A closing checklist with a door into each list: rows without a category, rows without an account code, rows without paper, payments without a quorum, and every invoice still unpaid at the close.
- Rows without paper are asked of whoever paid: they answer with the file, No receipt or Not my expense, or press Attach a receipt under the ask in Telegram or Slack. The row closes itself the moment a file arrives, and reminders go on the third and the seventh morning.
- A zip archive, a journal CSV, and each account's feed in the shape QuickBooks Online and Xero import.
- Review, Close, Reopen with a reason; what changed after the export is visible, and an accountant seat reads the closed period without changing it.

#### Two partners sign, the manager prepares

- Partner: Signs what crosses $3,000 with the other partner, and reads each location's profit.
- Practice manager: Prepares the contract pay and the bills, runs the supply cards, asks for the missing receipts, and closes the month.
- Front desk: Carries the location's supply card, sends the receipt photo, and never sees the bank.
- Accountant: Gets the month by location, and reads the closed period without changing it.

#### Ask it why one location keeps less than the other

Two locations on one book: the composer reads each one's rows and names the lines that make the difference.

- A brief before you sign: For a payment on your signature: who they are, what you paid them before, their risk, and how far this amount is from usual.
- The month as a checklist: Everything that stops the close in one list with a box per line, and the last box closes the month.
- Receipts from the team: Who is missing which receipt, and one Ask for receipts that sends each person their own list, with reminders on the third and the seventh morning.

#### Your bank pays, the lab's bills arrive by mail

Practitioners are paid from your own Mercury or Airwallex, the bank feed reads every account, lab and supply bills come by mail to the space's own address, and the month leaves for QuickBooks or Xero.

#### No partner spends the practice's money alone

- Two partners: Over $3,000 both partners sign, and the person who prepared the payment is never one of the signatures.
- New details wait: A practitioner paid before, on a bank account never used, is held until a second person confirms it by phone.
- You sign the mandate: The partners sign the limits once: what a supply card may spend, and the line above which both of them sign. Below it the practice manager works; above it, it waits for you.
- Audit trail: Every signature, edit and export is written down with who did it and when, for the accountant to read.

#### Your first hour, in three steps

Start free with an email: no card, no time limit, nothing to install.

1. A space for the company. Sign up, and the company gets a space of its own, apart from anything personal. The free plan includes one business space.
2. One account, and the first rows. Connect one bank, exchange or platform, or drop in a statement in any language. The first rows land in minutes, each with its category.
3. One real bill. Drop in a supplier bill's PDF, and watch it become a bill to pay with its supplier, amount and due date.

All it takes: an email and one bill.

#### Questions

##### We are a law firm, not a clinic. Does this fit?

Yes. The same screens carry a firm or a studio: lawyers or designers on contract paid in one batch, an office or a practice area as a project, bills checked before they are paid, partners signing above a threshold. A firm that invoices its clients gets invoices with reminders and a pay link too.

##### Can both partners be required on every large payment?

Yes. A rule sets the threshold and the number of signatures, and names who may give them. Whoever prepared the payment cannot sign it, and the rule reads a batch's total, so a large payment cannot be split into small ones to slip under it. Naming who may sign, a second rule and a monthly allowance per person are on the Scale plan; one rule with a threshold and a number of signatures is on every plan.

##### Two locations are two companies for us. Does that work?

Then each is its own space with its own books, and All spaces shows them one row each, with no total added across them. Inside one company, a location is a project instead. A second business space is the +1 business space pack on top of the plan.

##### Do practitioners on contract need a seat?

No. A practitioner is a contact with a bank account on file; only the people who prepare, sign or read the books take a seat.

#### Read next

- Pay bills on time: due dates kept without a reminder: https://www.orla.finance/en/use-cases/pay-bills
- Month-end close: the checklist in your books: https://www.orla.finance/en/use-cases/month-end-close
- Pay contractors: a batch inside the mandate: https://www.orla.finance/en/use-cases/pay-contractors
- Supplier bill approvals for a small team: https://www.orla.finance/en/blog/supplier-bill-approvals-small-team
- Recruiting and staffing: https://www.orla.finance/en/for/staffing
- Insurance agencies and brokers: https://www.orla.finance/en/for/insurance