Parent clients [in-depth guide]
Guide contents: Setup a parent company | Setup a child company | Billing parent companies | Financial reports for parent companies | Where do I put the contact record? In the parent or the child? | Resources
Workamajig allows you to group "client" company records together under a designated "parent" company record. There are only two levels to this feature, parent & child.
A parent company can have unlimited child companies. However, a child company can only have one parent company.
NOTE: There are no grandchild companies. To get deeper level reporting, please use other available fields on the company and/or projects such as company type, project type, divisions, products and even custom fields.
Setup a parent company
Go to Billing > Clients > Open a new/existing company record > Billing > Billing details (click the icon) > Check 'is a parent company'
NOTE: If you do perform work for the "parent", then we recommend you create a child company (i.e. corporate) to track these types of projects so reporting is always at the same level (see the section below called Financial reports for parent companies for more info).
Setup a child company
Go to Billing > Clients > Open a new/existing company record > Billing > Billing details (click the icon) Enter the parent company from the search box >.
NOTE: If a division and/or product are set up on the parent record, these will then be available to set on the child company as well.
Billing parent companies
A project invoice can only be generated for the client ID that is associated with the project. However, the invoice can be paid by the designated client on the invoice or by the parent company.
If the parent company is paying the bill, when you enter a receipt for a parent company, you can then choose to apply it to invoices for the child companies.
Financial reports for parent companies
If you only create projects and transactions for the child companies, there are really no direct reports for the parent company. However, the parent company can be used as a grouping option for reporting purposes. This allows you to see all of the associated child company transactions and have them roll-up into a total amount at the parent company level.
NOTE: Parent & child are the only two levels of association here. The parent company can be simply used for grouping report data and as the main repository of contacts that need to view all projects across the multiple child companies via the client portal. If you do projects/transactions specifically for the "parent" company in addition to other child companies, we recommend creating a child company record that reflects the parent or corporate division, this way it will be linked to the parent and will have its own line under the parent. This allows you to use the parent company report grouping to also capture data regarding the main company and all other "child" companies in the same report.
When you group by parent company, the parent company does not appear as a row but instead is used as a grouping that can be subtotaled of the child companies data.
If you do work (projects, invoices, etc) at the parent level, then you will want to show all rows.
Where do I put the contact record? In the parent or the child?
Workamajig allows contacts at the parent level to see all children. Contacts at the child level can only see themselves. Therefore, if the contact needs to be associated with multiple child company projects as the primary contact, they should be placed at the parent level. For contacts who should be restricted to only viewing projects associated with their company, they should be placed in the child level.
Add new client [in-depth guide]