Account Hierarchy on Self Service allows the top-level company access to all the invoice and payment records associated with their subsidiaries or child accounts.
A top-level 'magic link' is created when sending an email to the 'parent' or top-level account. This link will provide access to Self Service to view 'All Accounts' and their transactions, along with a drop-down listing of each individual account along with making online payment across all accounts.
HOW ONLINE PAYMENTS WORK FOR ACCOUNT HIERARCHY
The 'parent' or top-level account has the following options for making online payments within an Account Hierarchy:
1. Online payments across all or multiple accounts
The 'parent' can select all open invoices or select several open invoices across accounts and process an online payment. This online payment includes the following options and results:
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A saved payment method can be created and saved on the 'parent' account only
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A payment made across accounts will result in only one payment processed through the merchant
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A successful online payment across accounts will create individual 'pending payments' for each account using the same payment reference
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The individual 'pending payments' will be processed through the webhook or cash application process to the ERP (if this feature is setup) and will be reconciled with the ERP on the next sync
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The original 'parent' pending payment will be immediately auto-reconciled on a successful payment, and not processed through the webhook or cash application process to the ERP
2. Online payments for one account
The 'parent' can select an individual account from the drop-down and manage this account and online payments for one account at a time, with the following results and options:
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Access to all saved payment methods on the 'parent' account will also be available within one account
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No saved payment methods from the 'child' accounts will be available
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New payment methods added when working within an individual account(s) will be saved on the 'parent' account and accessible on 'All Accounts' or within any individual account
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Successful online payments made on an individual account will create the 'parent' pending payment record, immediately reconciled, and the individual pending payment record to be processed and reconciled through the ERP and sync
3. Unapplied payment or payments on account
The 'parent' has the option of creating an unapplied payment, not associated with any open invoices. This online payment will result in an unapplied 'pending payment' for the 'parent' or top-level account, regardless of making this payment when on 'All Accounts' or with an individual account selected.
If you are interested in reviewing and enabling Account Hierarchy support on your account, please reach out to a SARA Collect representative or reach out to atcsupport@sage.com to get started.