The Parent - Child relationship helps you to manage your accounts more effectively by allowing you to see common ownership and shared attributes like documents or account numbers. Since Green Check requires an individual account record per location, this configuration is particularly helpful when you have a single bank account that is used by an entity with multiple locations or licenses.
Definitions
Org (short for organization): This is the term we use to describe a record in the Accounts page. An org may represent a single company, or a single license / location of a larger company
Parent Account: an organization record that serves as the parent to 1 or many child locations, allowing you to track common ownership as well as shared attributes like documents or account numbers (as applicable). Parent accounts are typically created at the entity level.
Child Location: an organization record that represents a location, license, or individual company that is part of a larger entity.
Examples
Relationships with multiple locations working out of a single bank account:
Relationships with unique bank accounts per location but a common ownership structure:
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The Parent - Child relationship allows you to review account activity across a common ownership structure without losing visibility into the sales activities of each individual location.
Creating a Parent for an Existing Account
Follow these steps when you have an active account that you wish to associate with a new parent org.
- Navigate to the account’s profile in the Accounts -> Active section of Green Check
- Click the Gear icon next to the account’s name
- Choose Create Parent for This Location
- Enter the Parent Org’s name and determine if the existing account’s internal ID should be copied to the Parent
- Note: if you choose yes, all other child locations will also inherit the internal ID in the future. If you select no, each location’s internal ID must be unique.
- Orgs with the same internal ID will share the same core transaction data as this field is used to map transactions during the core upload process.
- After clicking Create you will be routed to the Locations tab of the newly created Parent Org’s account profile
Associating an Account with an Existing Parent
Follow these steps when you have an active account that you wish to associate with an existing parent org.
- Navigate to the account’s profile in the Accounts -> Active section of Green Check
- Click the gear icon next to the account’s name
- Choose Associate with Parent Account and select the parent for which this account should be associated with
Creating a New Child Location Under an Existing Parent
Follow these steps to create a new child location that is associated with an existing parent account.
- Navigate to the parent account’s profile in the Accounts -> Active section of Green Check
- Click on the Locations tab
- Click the Add New Location button and enter details about the location and account owner
- Note: this is the user that will receive a notification to complete the company profile for this new record
- Determine if documents should be copied from the parent account to the new child location and click Invite Account.