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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



Step 2: Select the relevant customer


Step 3: Click 'Details' to assign parent company




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



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



Et voilà!


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