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Receivables

Managing Receivables for Customers from Multiple Business Entities

Introduction

In the dynamic world of modern business, many enterprises operate as multi-business entities, managing multiple subsidiaries, divisions, or branches. As exciting as this expansion can be, it brings forth unique challenges in the realm of Account Receivables. Following up with customers, from different entities, tracking and engaging with them for outstanding dues and getting unified reports from a single instance are some of the biggest challenges.

Let us see what Chargebee Receivables offers for a Multi Business Entity-based organization.

Chargebee Receivables' Multi-Business Entity solution enables you to manage account receivables for customers belonging to various business entities from a single Receivables site.

  • Manage account receivables for customers from various entities.
  • Have customizable Customer and Inoice views using Business Entity as a filter.
  • Create business-entity-specific cohorts for targeted engagement with customers.
  • Create reports with customers categorized among business entities.

Let us dive deeper into these offerings:

Multi-Entity as an Advanced Filter

Filter your customers' data in the Customer View, Invoice View, and Transaction View under the Receivables View by selecting the desired Business Entity as an advanced filter.

  1. Login to your receivables site and go to Receivables from the left navigation pane. Customer View will open as the default page.
  2. Click the Advanced Filter button.
  3. Select Business Entity from the Select Field drop-down menu under CUSTOMER DATA BASED FILTERS.
  4. Select the desired entity name from the Select Option drop-down menu.
  5. Click Apply.

Business Entity as an Auto Engagement Rule

Filter customers and create cohorts based on a business entity by selecting the relevant filter while adding rules for your Auto Engagement cycle.

Follow the steps below to add Business Entity as an Auto Engagement rule:

  1. Go to Automation from the left navigation pane.

  2. Select the desired Automation Cycle.

  3. Click Add Rules under Cycle Rules.

  4. Ensure you are on the Customer tab and have selected General rule category. These are selected by default.

  5. Select Business Entity from the Select Field drop-down menu.

  6. Select the entity name from the Business Entity drop-down menu.

  7. Click Save

Business Entity in Reports

Add Business Entity as a column in all the reports in Chargebee Receivables.

Follow the steps below:

  1. Go to Reports from the left-navigation pane.

  2. Click on any report.

  3. Click the column chooser button and select Business Entity.

Business Entity in User Roles

Set default sharing rules for a User Role based on Business Entity for your users who belong to a specific role in Chargebee Receivables.

Follow the steps below:

  1. Go to Settings > Rules and permission.

  2. Select the role from the hierarchy tree or add a new role.

  3. Select Business Entity under Visibility > BASED ON.

  4. Click Update Role if you are updating an existing role and click Create Role if you are adding a new role.

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