Link a Managed Account

You can link a billing account from another billing account to create a responsible-managed account relationship. Managed accounts are linked from the account you wish to set as the responsible account.

You can also add the payment method for auto-payments to the linked account. The linked payment method is a managed payment method. The Enable Managed Payment system setting must be set to True to enable this feature. Please contact Gotransverse Technical Support for more information about this feature and how you can enable it. Refer to Link Managed Account and Managed Payment Method for more information on using this feature when linking managed accounts.

Complete the following steps on a responsible account to link an account as a managed account:

1. Select Customer Billing from the Gotransverse application menu .

   

   Customers Window

   You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.

2. Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

   To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

   

   Customer Summary Window

   Click the icon in the left pane to hide it. Click the icon to open it.

   You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.

3. On the Customer Summary window, complete one of the following actions:

   1. For the account you wish link a managed account, click the click the under the Actions column and select Link Managed Account to open the Link Managed Account window. Skip to this step.

      

      Link Managed Account Option

   2. OR, select an account under the Accounts detail tab to open the Account Details window. Select Link Managed Account from the Account drop-down menu to open the Link Managed Account window.

      You can also click the Managed Accounts detail tab and then click the Link Accounts button to open the Link Managed Account window.

      

      Account Drop-down Menu - Link Managed Account Option

4. On the Link Managed Account window, complete the following:

   

   Link Managed Account Window

   To configure which columns display in the table, click Configure to open a drop-down list. Select or deselect column names. Click Restore Defaults to reset to the default columns. Click outside the drop-down list to close it.

   The fields listed on the left side of the window can be used to filter the account table:

   • Account Number — Select a filter option (contains, begins with, or not equal to) and then begin typing the account number of the desired account.

   • Customer — Select a customer name by completing either of these options:

     • Search for a customer name by entering part of the customer name in the search field. Customers with names that include the letters you entered will display in the list below the search field.

     • Or, select one or more customer name checkboxes shown in the list.

   • Account Category — Select an account category completing either of these options:

     • Search for an account category by entering part of the account category in the search field. Account categories that include the letters you entered will display in the list below the search field.

     • Or, select one or more account category checkboxes shown in the list.

   • External Account Number — Select a filter option (contains, begins with, not equal to, or is empty) and then begin typing the external account number of the desired account.

     Managed accounts must have the same currency and bill cycle as the responsible billing accounts.

   • Managed Accounts — Select one or more accounts listed in the account table that will be managed by the responsible account. You can also select the Account Number checkbox in the column header to select all listed accounts.

5. Click Link Accounts.

   The managed accounts are listed under the Managed Accounts detail tab on the responsible account’s Account Details window. For a managed account, the responsible account is shown on its details window in the Responsible Account field. The responsible account name is an active link to that account’s detail window.

   

   Account Details for Managed Account - Responsible Account Active Link

 

 

 

Topic updated: 07/2024.