Goal
Use divisions to attribute cases to specific business units, then filter your invoices and analytics reports by division for clearer reporting.
Before you start
Make sure you have at least one division configured. If you have not set up divisions yet, see how to set up divisions.
Important: Divisions are organizational groupings within a single client account. They are not separate contractual parties. The client account holder (the parent or head company) is the sole contracting entity with Debitura and must have the legal authority to sign agreements on behalf of all its divisions. If separate legal entities within a corporate group cannot be represented by a single signing authority, they should be set up as separate client accounts rather than as divisions under one account.
Steps
1. Assign a division when creating a case
When you create and submit a case through the case creation form, select the appropriate division from the dropdown. The division information is stored with the case and displayed on the case detail page.
You can also assign a division when creating cases via the external API.
2. Filter invoices by division
Go to your Cases list. Use the division filter in the invoice table to view cases for a specific division. The filter defaults to "Any" to show all divisions. Your filter selection is preserved when navigating between pages.
3. Filter the Collection report by division
Go to Collection Report in the left menu. If your account has divisions configured, you can filter the report by division. Select a specific division to see the report for that division only, or keep all the divisions you have access to selected to see combined data. This allows you to compare performance across different business units.
For more on accessing your analytics, see how to access reports and collection performance data.
4. Archive a division you no longer use
When a brand or legal entity is discontinued, you can archive its division from Company Divisions settings. Archiving:
Marks the division as inactive
Preserves all historical data for compliance and reporting
Removes the division from active selection dropdowns
Important: Archiving is irreversible. Archived divisions cannot be restored.
Result
Your cases are now attributed to the correct division. You can filter your invoice list and the Collection report by division to track performance for each brand or subsidiary separately.
Filtering, user access and imports
Keep these points in mind when using divisions:
Case filtering: Use the division filter in the Cases list and in the Collection report to view a division's cases and results.
User access: A user can be limited to selected divisions. Their case lists, case details and case files then follow that limit, and cases with no division assigned remain accessible to them. When creating a case, including through an accounting import, a restricted user can select only their allowed active divisions. If none of their divisions are active, they need to ask your company administrator to update their access. Users without a division limit see no difference.
Assigning divisions: Select the division during manual case creation, accounting import or API submission. It must be an active division of your company. Moving a case to another division, alone or in bulk, requires access to both the case's current division and the new one.
Developer Docs: Developers integrating via API can assign divisions programmatically. See Developer Docs: Client divisions for technical details.