---
title: Organize Billing Accounts With Account Groups
description: Instructions for Vestigo billing users to organize billing accounts using account groups
---

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October 12, 2026

# Organize Billing Accounts With Account Groups

## Instructions for Vestigo billing users to organize billing accounts using account groups

 Account groups allow accounts to be grouped and named. Sites with multiple facilities can use groups to separate accounts when each account and its associated protocols are unique to one facility.  

Create Billing Account Group

1. Select **Account Groups** in the **Billing Management** dropdown menu  
   ![](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/image-png-Sep-03-2026-04-13-44-0910-PM.png?width=670&height=393&name=image-png-Sep-03-2026-04-13-44-0910-PM.png)
2. Click on **Add New**
3. Type the **Name** of the group
4. **Save**  
   **![](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/image-png-Sep-03-2026-04-29-46-5956-PM.png?width=670&height=137&name=image-png-Sep-03-2026-04-29-46-5956-PM.png)**

**Important** - Once groups are added to billing management, an additional dropdown field will display in the account management screen allowing you to select which group to put that account in. 

### **Assigning an Account Group**

1. Open the billing account
2. Select a group in the **Account Group** field
3. **Save** the billing account   
   ![](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/image-png-Oct-12-2026-07-47-11-9720-PM.png?width=670&height=514&name=image-png-Oct-12-2026-07-47-11-9720-PM.png)

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