Adding Companies to a Group
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
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.