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Account Hierarchy for Self Service

Updated

OVERVIEW

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, down one level.

 

  • NOTE: Contact atcsupport@sage.com to enable multi-level account hierarchy support on your account, which will allow the top level to access all levels in the hierarchy on Self Service, not just limited access to one level down (AllowMultLvlNAPortal)

 

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.

 

The options within the drop-down include:

  • Search by the name of the account

  • Sort by the name of the account

  • Sort by open invoice count

  • Select one account to review

  • Select 'All Accounts' to review all invoice and payment records associated with the overall Account Hierarchy

 

HOW IT WORKS?

  • You can enable Account Hierarchy support on Self-Service portal by navigating to Admin> Settings & Utilities > Site Options > Options. There is an option: "Enable National Account Support" in the Options tab under the Customer Portal section (located at the bottom right).

 

  • Once this option is enabled, sending a 'magic link' to the top level or parent company will allow access to all accounts within this Account Hierarchy.

 

Single account selection:

  • All functionality available:

    • Pay

    • Send Message

    • Dispute

    • Promise to Pay

    • Download attachments

    • Export to Excel

  • All pages available:

    • Open Invoices

    • Closed Invoices

    • Payments

    • Messages

    • Profile

    • Documents

 

All Accounts selection:

  • Functionality includes:

    • Pay

    • Download attachments

    • Export to Excel

  • Pages available:

    • Open Invoices

    • Closed Invoices

    • Payments

  • Additional enhancements:

    • Option to select all and pay all open invoices for all accounts

    • Account column included for the account name

    • Counts and totals updated to include all accounts

    • One payment made across several or all accounts reflects as individual payments for each account

    • Top-level account payment methods appear on 'All Accounts' or on a single account

 

NOTE -

  • This will only work if your ERP system supports an account hierarchy or parent/child relationships. All customers must have a valid ParentID in the system for this to function.
  • This is currently available for the following ERP systems:

    • Sage 100

    • Sage 500

    • Sage Intacct

    • NetSuite

    • Generic SQL

 

Click here for information on how online payments and pending payments work with the Account Hierarchy

 

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.

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