Responsible and Managed Accounts

Gotransverse billing hierarchy enables billing accounts to be linked so that a responsible account is invoiced and responsible for all the charges of its associated managed accounts. Managed accounts are not invoiced. A responsible account must have the same currency and bill cycle as its managed accounts.

Note: To link responsible and managed accounts in a billing hierarchy, ensure that the system setting Enable Responsible Account Management is set to True.

Viewing Responsible Accounts and Managed Accounts

To view a billing account’s responsible 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 responsible account.

Note: Click the responsible account to view its Account Workspace.

To view a billing account’s managed account:

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

Note: Click the managed account to view its account workspace.

What Happens When You Associate a Responsible Account with a Managed Account?

When you associate a managed account with a responsible account, you have successfully set up a billing hierarchy. This enables a responsible account to receive invoices for charges associated with its managed accounts.

A billing hierarchy also affects discounts applied at the billing account level. An account-level discount on a responsible account applies to all managed accounts and overrides any discount applied to a managed account. If there is no account-level discount applied to a responsible account, then any managed account level discount applies to the managed account.

Adding a Managed Account

To add a managed account:

  1. Navigate to the desired billing account and from the Customer action menu, click Add Managed Account.
  2. In the Browse Accounts window that appears, select the billing account that you want to assign as managed.
    • By Account Number—Begin typing the billing account number of the desired 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: Managed accounts must have the same currency and bill cycle as the responsible billing accounts.

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

Accounts that you have selected as managed are now displayed on the responsible account workplace.

Removing a Managed Account

You can remove a managed account from its relationship with a responsible account in a billing hierarchy.

To remove the managed account from this relationship:

  1. Navigate to the parent billing account, click Summary, and then click the Managed Accounts detail tab.

  2. Under Actions, click the ellipsis button , and then click Remove.

  3. In the Confirmation window that appears, click Yes.

Configuring Taxation for Billing Hierarchy

When creating invoices for billing accounts within a billing hierarchy, you can choose whether to use the responsible account’s billing address to determine a tax rate or whether to use a service address to determine a tax rate.

  • To use a responsible account's billing address to determine the tax rate, set the system setting Determines whether to use Billing or Service address for tax calculations to BILLING_ADDRESS.
  • To use a service address to determine the tax rate, set the system setting Determines whether to use Billing or Service address for tax calculations to SERVICE_ADDRESS. Taxes are calculated based on the first available address in order of priority:
    • Managed account add-on service address
    • Managed account parent service address
    • Managed account service address
    • Responsible account service address

Note: You can select values for system settings in the previous version of the Gotransverse user interface. See System Settings for more information.