2. Groups

Adding Companies to a Group

The Groups 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 enter the name of the group and select the individual debtors to group together.

Check the box to select the individual debtors. Then type the name into the Group Name box.

A summary of the group(s) will be displayed. The details can be viewed by selecting
show details.

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

Once all of the groups have been added and any changes (if applicable) have been made,
Click Continue to proceed to the next step.