To start building out your account hierarchy, navigate to the Groups subpage in your Admin Settings and select “Create Group.”
Step 1: Select the Parent Group
- Choose the Parent Group from a dropdown of all existing Groups on the account
- Once the Group is created, you cannot change the Parent Group
Step 2: Select the Group Type
- Choose from one of the following Group Types:
- Business Unit (most common for standard reporting or organizational structure groups)
- Subsidiary
- Affiliate
- Franchise or Association
Step 3: Provide the Group Details
- If the Group Type = Business Unit, then provide the Group Name
- This can be modified later, if necessary
- If Group Type = Subsidiary, Affiliate, or Franchise/Association, then provide the Business Legal Name, Trading Name (if applicable), and Tax ID
- These fields cannot be modified later
Step 4: Provide a Group Address
- Provide the address of the Group
- If the Group does not have a unique address, simply choose 'Same as Parent Address'
- If the Group Type = Business Unit, the address can be modified later, if necessary
- All other Group Types cannot modify the address later since it is considered the official address of a legal entity
Step 5: Specify the Bill To Preferences (Decentralized Billing)
- Choose which entity (the parent or the new group) to bill the group's invoices to
- An example of the Bill To details on the invoice will be displayed based on the selection
- If you are creating a new group (Group C) and choose ‘Bill To Parent’, and the Parent company group (Group B) is also set to bill to its parent (Group A), then the Bill To details for Group C will display Group A's name and address
- If you have consolidated billing terms, this will also impact how the transactions are grouped when generating the consolidated invoices
Decentralized Billing Examples with Consolidated Billing:
