2. Groups

Click here if you have the New UI option enabled

This page is for adding or amending any groups of debtors that are made up of associated companies. For example, Debtor A (England), Debtor A (Wales) and Debtor A (Scotland) would be classed as one group as they are the same debtor.

To create a new Group click on the '+New Group' button. A new window will appear which will allows you to name the group and select individual debtors to group together.

To edit or delete a group, click the ellipses button the right side of the created group.

Once any changes (if applicable) are made, click 'Continue'.

New UI

This page is for adding or amending any groups of debtors that are made up of associated companies. For example, Debtor A (England), Debtor A (Wales) and Debtor A (Scotland) would be classed as one group as they are the same debtor.

To create a new Group, click on the “+ New Group” button.

A pop-up window will appear which will allow you to name the group and select individual debtors to group together.

To edit or delete a group, click the ellipses button the right side of the created group.