Article Contents
Introduction
If you work with multiple related entities that should be grouped under one client, you can set up those relationships in the Address Book using the Care Of (C/O) option.
This links each Billing Entity to its Client, allowing Hiro to group them together in reports and dashboards. Once grouped, financial and project data can be viewed at the client level for consolidated analysis.
For background on how clients and billing entities work, see Clients vs Billing Entities.
Grouping a Billing Entity Under a Client
To associate a billing entity with a client:
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Open the Address Book
Go to Address Book from the main navigation.
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Search for the billing entity
Find the contact you want to group under a parent client.
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Edit the billing entity
Click the edit (pencil) icon next to the billing entity’s name.
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Set the Care Of relationship
In the Location section, change the Mailing address type to Care of another Address Book contact.
Then select your Client contact as the parent.
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Choose additional grouping options
You can specify:
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The relationship type between the two contacts (subsidiary or project managed)
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Whether to copy contact details from the parent client for consistency
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Save your changes
Click Save to apply the grouping.
Viewing Grouped Contacts
Once a contact has been marked as Care Of another contact, the relationship will appear in Address Book search results. This helps you clearly see which billing entities sit under each client.
You’ll also see these relationships reflected anywhere Hiro groups data by Client, including:
These reports consolidate billing entities under their parent client, giving you a clear and accurate view of total activity across the group.