Parent and Child Accounts

Gotransverse account hierarchy enables billing accounts to be linked in parent-child relationships for reporting purposes and usage allocations pooling. An account hierarchy is headed by one parent account, which has one or more associated child accounts.

Note: To link parent and child accounts in an account hierarchy, ensure that the system setting Enable Account Hierarchy Management is set to True.

How Do You Access Parent and Child Accounts?

To view a billing account’s parent account:

  1. Navigate to the desired billing account, and click the Summary tab.
  2. In the Account Information section, you can see the information about the parent account.

Note: Click the parent account to view its Billing Account Workspace.

To view an account’s child account:

  1. Navigate to the desired billing account, and click the Summary tab.
  2. Click the Child Accounts detail tab. Here you can see a list of associated child billing accounts.

Note: Click the child account from the list to view its Billing Account Workspace. 

What Happens When you Associate a Parent Account with a Child Account?

After an account hierarchy relationship is configured, you can take advantage of usage allocations pooling. In this feature a parent account combines service usage of child accounts, and the service usage can be distributed among the child accounts as needed.

Adding a Child Account

You can add as many child accounts as needed at one time. When you add a child account to a billing account, the billing account becomes a parent account.

To add a child account to a parent account:

  1. Navigate to the desired billing account and click Add Child Account from the Customer action menu.
  2. In the Browse Accounts window that appears, select the billing account that you want to assign as a child.
  3. To find the desired billing account more quickly, use the following filters:

    • By Account Number—Begin typing the billing account number of the needed billing account.
    • By Account Name—Begin typing the name of the desired billing account.
    • By Category—Select the account category associated with the desired billing account.
    • By External ID—Enter the external ID of the desired account.
    • Note: You can add several child accounts at a time.

  4. Once you selected the desired billing accounts, click Add to Account.

Accounts that you have selected as child are now displayed on the parent account workplace.

Removing a Child Account

You can remove the child account from its relationship with a parent account in an account hierarchy.

To remove the child account from the parent-child relationship:

  1. Navigate to the parent billing account, click Summary, and then click the Child Accounts detail tab.
  2. Under Actions, click the ellipsis button , and then click Remove.
  3. In the Confirmation window that appeared, click Yes.