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How do I group entities?

Are you working with a company's parent company and its subsidiaries? Grouping entities allows you to keep account information separate and notify only the parent when bills come due. If you want to see the breakdown of outstanding payments due across entities, you can go to the parent company and see its subsidiaries.

 

Here we'll show you how to group multiple entities.

 

First off, Peakflo only accommodates two levels of hierarchy: one parent and multiple subsidiaries .

 

Step 1: Go to Customers Tab

Screenshot_2021-03-26_at_12.59.44

 

Step 2: Select the relevant customer

Screenshot_2021-03-26_at_13.03.09
 

Step 3: Click 'Details' to assign parent company

 

Screenshot_2021-03-26_at_13.05.14

 

Step 4: Enter parent company in the 'Parent Company' area

 

Screenshot_2021-03-26_at_13.07.34
 

Addendum (Reminder): To see how many subsidiaries the parent company has, go to the parent and go the 'Group Entities' tab.

 

Screenshot_2021-03-26_at_13.13.57
 

Et voilà!

 

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