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Clients: How to set up divisions (business units) to organize cases

Divisions let you organize cases by brand, subsidiary, or legal entity within a single Debitura account. This guide walks you through creating and managing divisions so you can track which business unit each case belongs to.

Updated over 2 months ago

Goal

Set up one or more divisions in your Debitura account so you can assign cases to specific business units and filter reports by division.

Prerequisites

  • An active Debitura client account

  • Access to the Settings area in the client portal

Steps

  1. Go to the Company Divisions settings page
    In the client portal, navigate to Settings > Company Divisions.

  2. Create a new division
    Add a division by entering the following information:

  • Company name for the division

  • Registration number (company ID)

  • Contact details

You can create as many divisions as you need.

  1. Assign divisions when creating cases
    When you create and submit a case, select which division the case belongs to. The division information is stored with the case and displayed on the case detail page.

Result

Once you have divisions set up:

  • Each new case can be assigned to a specific division during creation

  • Division information appears on case detail pages

  • You can filter your invoice table by division

  • Collection Analytics reports support division filtering for performance comparison

Managing divisions after creation

Archiving a division

When a division is no longer actively used (for example, if a brand or subsidiary is discontinued), you can archive it. Archiving:

  • Marks the division as inactive

  • Removes it from active selection dropdowns

  • Preserves all historical case data for compliance and reporting

Important: Archiving is permanent. Archived divisions cannot be restored.

Current limitations

  • No case list filtering - You cannot filter the main case list or overview by division. Cases from all divisions display together.

  • No user restrictions - Team members belong to the overall account and cannot be restricted to specific divisions.

Integrations - Divisions are not supported when importing cases via accounting system integrations (such as QuickBooks or Stripe). They only apply when using the case creation form or the API.

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