Create, switch, and rename Workspaces

What a Workspace represents

A Workspace is one isolated bookkeeping space. It may represent a business, professional practice, side business, rental activity, or another separate set of books. It is not required to match one legal company.

Records are not shared, copied, or linked between Workspaces. Categories, transactions, bank rows, tax settings, Working Papers, reports, members, and Audit Log activity are scoped to the selected Workspace.

Create a Workspace

1. Open the Workspace chooser or Settings > Workspaces.
2. Select Create Workspace, then select View plans and subscribe.
3. In the xBoox Portal, choose Standard or Pro with monthly or annual billing. xBoox returns you to the app and opens the matching Stripe Sandbox payment flow for the new Workspace.
4. After verified payment confirmation, xBoox automatically creates the

Workspace with the next temporary name, such as Untitled Workspace 1.

1. xBoox opens the Business Profile Wizard. Confirm the Workspace name, business

details and tracking method, tax registration, Industry, and optional Business Activities.

1. Review the starting account and category groups, then select **Finish

Workspace Setup**.

1. Rename the Workspace later from Settings > Workspaces when you are ready.

Every Workspace, including the first one, requires its own completed subscription. There is no free trial; use the separate xBoox demo before purchasing. Cancelled or unconfirmed Checkout creates no Workspace. The purchaser becomes the Workspace Owner.

If you close the browser after payment, you do not lose the paid Workspace. Verified Stripe confirmation creates it on the server, and it appears again after you sign in. Temporary names increase in order for the same user: Untitled Workspace 1, Untitled Workspace 2, and so on.

The temporary name is prefilled in the Wizard. You may keep it and activate the Workspace, or replace it before continuing.

Until Business Profile setup is complete, xBoox hides the bookkeeping navigation and blocks operational Workspace APIs. Wizard answers are saved as a recoverable draft. Closing the browser or choosing another Workspace does not discard the paid Workspace or the last saved step.

Switch Workspaces

1. Open the Me menu and select the row showing the current Workspace name, or open Settings > Workspaces.
2. On Settings > Workspaces, select Switch Workspace on the Workspace card you want to open.
3. Wait for xBoox to reload the Workspace-scoped data. The current Workspace is marked Current and does not show a switch button.

Always confirm the Workspace badge or Dashboard Workspace name before entering or changing financial data.

The Workspace chooser opens over the page you were viewing without changing that page's address. Use the chooser's close button or the browser Back button to close it and return to the same page.

Rename a Workspace

1. Open Settings > Workspaces.
2. On the relevant Workspace card, select Rename.
3. Enter the new name, then select Save. Select Cancel or press Escape to discard the change.

The Workspace name is limited to 120 characters. Business Profile, tax, fiscal, and activity settings are managed separately.

Multiple browser tabs

Already-open tabs on the same origin may receive a Workspace switch notification. If another tab changes the active Workspace while a request is running, xBoox rejects stale results and reloads current Workspace data.

Important rules

• Workspace isolation is enforced by the API, not only by the visible selector.
• A verified, unused payment entitlement automatically creates one Workspace.
• An Accountant sees only Workspaces where an active membership exists.
• Renaming a Workspace does not move, copy, or merge records.
• Never use Workspace switching as a substitute for transferring a transaction between books.