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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.

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 the Customers Tab

 

Step 2: Select the relevant customer

 

Step 3: Click 'Details' to assign the parent company

 

Step 4: Enter the 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 to the 'Group Entities' tab.

 

 

Et voilà!

 

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