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



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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