--- title: "Working With Corporate Accounts" slug: "working-with-corporate-accounts" updated: 2026-07-14T15:32:26Z published: 2026-07-14T15:32:26Z canonical: "help.idibilling.com/working-with-corporate-accounts" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # Working With Corporate Accounts Access this page from the ***Customer m***enu by choosing **ACCOUNT** > **Corporate Accounts**. **(Show Picture)** ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/image(25).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A31Z&se=2026-11-14T11%3A43%3A31Z&sr=c&sp=r&sig=zm2Ih5cx7VoKOtDodyJ1M6sv5R5ykIDOvjFImwr00kY%3D) From this page you can view any one of the following by clicking the associated link: - Summary Information **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78549.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A31Z&se=2026-11-14T11%3A43%3A31Z&sr=c&sp=r&sig=zm2Ih5cx7VoKOtDodyJ1M6sv5R5ykIDOvjFImwr00kY%3D) - Balances **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78551.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A31Z&se=2026-11-14T11%3A43%3A31Z&sr=c&sp=r&sig=zm2Ih5cx7VoKOtDodyJ1M6sv5R5ykIDOvjFImwr00kY%3D) - Unbilled Usage **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78553.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A31Z&se=2026-11-14T11%3A43%3A31Z&sr=c&sp=r&sig=zm2Ih5cx7VoKOtDodyJ1M6sv5R5ykIDOvjFImwr00kY%3D) - Tickets **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/81899.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A31Z&se=2026-11-14T11%3A43%3A31Z&sr=c&sp=r&sig=zm2Ih5cx7VoKOtDodyJ1M6sv5R5ykIDOvjFImwr00kY%3D) #### Editing an Account The edit button gives you the following options: **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78555.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A31Z&se=2026-11-14T11%3A43%3A31Z&sr=c&sp=r&sig=zm2Ih5cx7VoKOtDodyJ1M6sv5R5ykIDOvjFImwr00kY%3D) - between invoice/not invoice responsible - Green = Responsible, Red = Not Responsible **Toggle** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78594.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A31Z&se=2026-11-14T11%3A43%3A31Z&sr=c&sp=r&sig=zm2Ih5cx7VoKOtDodyJ1M6sv5R5ykIDOvjFImwr00kY%3D) - This provides a form to search for the account to be added as a child. **Add children** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78557.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A31Z&se=2026-11-14T11%3A43%3A31Z&sr=c&sp=r&sig=zm2Ih5cx7VoKOtDodyJ1M6sv5R5ykIDOvjFImwr00kY%3D) - Remove an account - This provides a form for specifying the new parent account. **Change the parent of an account** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78591.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A31Z&se=2026-11-14T11%3A43%3A31Z&sr=c&sp=r&sig=zm2Ih5cx7VoKOtDodyJ1M6sv5R5ykIDOvjFImwr00kY%3D) - Drag and drop to adjust the position of an account. #### Changing the Market on a Root Account The Corporate Account page lets users update the market for the corporate structure. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/84796.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A31Z&se=2026-11-14T11%3A43%3A31Z&sr=c&sp=r&sig=zm2Ih5cx7VoKOtDodyJ1M6sv5R5ykIDOvjFImwr00kY%3D) Selecting **Change Market** displays a dialog with the current Market for the account. The Change button will become enabled once the value is changed to another market. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/84799.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A31Z&se=2026-11-14T11%3A43%3A31Z&sr=c&sp=r&sig=zm2Ih5cx7VoKOtDodyJ1M6sv5R5ykIDOvjFImwr00kY%3D) > [!NOTE] > Note: > > When editing a corporate account from the Account Details page, the Market remains noneditable. When you click the more information icon next to the market field, a message is displayed to let you know the market can be edited from the corporate account page. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/84802.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A31Z&se=2026-11-14T11%3A43%3A31Z&sr=c&sp=r&sig=zm2Ih5cx7VoKOtDodyJ1M6sv5R5ykIDOvjFImwr00kY%3D) #### Tickets Management This view includes tickets for the account being viewed, plus tickets of child and grandchild accounts. To see all tickets for a corporate structure, view the top-level account in the structure. The view shows all open tickets in flat grid. You can change the view to include closed tickets. The tickets will be listed in a grid, in order by create date. - You can resort the grid by clicking on the headers - Columns include the customer account information plus the ticket number, title, type, status, priority, create date and process time - Ticket ID links to the ticket in the Tickets module (opens in new tab) - The Preview icon opens a preview of the Ticket **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/81902.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A31Z&se=2026-11-14T11%3A43%3A31Z&sr=c&sp=r&sig=zm2Ih5cx7VoKOtDodyJ1M6sv5R5ykIDOvjFImwr00kY%3D) The search box lets you search for tickets containing specific text in the title or description. **More Options** provides additional search criteria to support searching for tickets created within a specific date range. #### Cloning Accounts Hover on a row to display the cloning icon **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/79175.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A31Z&se=2026-11-14T11%3A43%3A31Z&sr=c&sp=r&sig=zm2Ih5cx7VoKOtDodyJ1M6sv5R5ykIDOvjFImwr00kY%3D) Clicking the icon displays the Clone Corporate Account page. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/79178.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A31Z&se=2026-11-14T11%3A43%3A31Z&sr=c&sp=r&sig=zm2Ih5cx7VoKOtDodyJ1M6sv5R5ykIDOvjFImwr00kY%3D) #### Aggregating Not Invoice Responsible Child Balances to the Invoice Responsible Parent A global configuration setting in Admin Console Business Rules lets you aggregate NIR child balances to the IR parent as part of the bill run. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/81389.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A31Z&se=2026-11-14T11%3A43%3A31Z&sr=c&sp=r&sig=zm2Ih5cx7VoKOtDodyJ1M6sv5R5ykIDOvjFImwr00kY%3D) When this setting is used: - NIR child charges are aggregated up to the IR Parent’s current balance bucket - A new Account Transaction Type Corporate Rollup Offset is applied to offset the individual balance on the child account after it has been aggregated to the parent - NIR children have a current balance of zero after billing completes - Parent balances represent self and child accounts - Related displays in Customer Care provide a clearer presentation of Corporate Account Roll-ups Note the following considerations for existing balances after applying this setting: - Child debit balances remain until payments or adjustments offset them - Pre-existing credit balances remain until offset by adjustments