Adding Companies to a Group
The Groups step is for creating or amending any groups of debtors that are made up of associated companies.
For example, Clothing Retailers (England), Clothing Retailers (Wales), and Clothing Retailers (Scotland) would be classed as one debtor group, since they are various locations of the same company called Clothing Retailers.
Please note: Identifying non-funded debtors will be done later in the process on the Notified Debtors step
To create a new Group, click on the + New Group button.
A pop-up window will appear, type the name into the Group Name field and use the checkboxes to select the individual debtors. Once complete click Save.
A summary of the group(s) will be displayed. The details can be viewed by selecting
show details.
To edit or delete a group, click the ellipses button on the right side of the created group.
Once all of the groups have been added and any changes (if applicable) have been made,
Click Save and Continue to proceed to the next step.