The Add/Modify Billing Items Group page provides the ability to manage billing item (BI) groups, either by editing an existing BI group or adding a new BI group.
Click the Total Pending Billing Items link in the upper left corner to display a list of all pending billing items not assigned to a BI group in a new window.
The user can assign the different billing items in the invoices to any desired group categorized by group type. The BI group type options include Equipment Charges, Usage, Fees and Taxes, Installation/Maintenance, Late Fees, and Fixed Cost.
In each column, there is information or a link that displays different BI group options.
Column Descriptions
Column Name | Description |
|---|---|
Modify | Click the pencil icon to open a new window which will allow to edit the BI group. |
BI Group Type | Displays the name of BI group type. |
BI Group | Displays the name of BI group. |
Fix Cost Control | Shows if the BI group can be related to an agreement contract. |
Billing Items | Displays the number of billing items assigned for that BI group. Click the number to display a list of all billing items assigned for the BI group in a new window. |
Pending Billing Items | Displays the number of pending billing items assigned for that BI group. Click the number to display a list of all pending billing items assigned for the BI group in a new window. |
Disassociate Billing Items | Click the magnifying glass icon to open a new window which will allow to disassociate billing items. |
Delete | Click the red x icon to remove the BI group. |
Filter BI List
To filter the list, perform the following steps:
Enter the criteria in the search field.
Click the magnifying glass icon to display list.
The list can be exported to a spreadsheet by clicking the XLS icon.
New BI Group
Click New BI Group to open a new window to add a BI group.
Perform the following steps:
Enter a description.
Select the group type from drop-down list.
In the Control field, click the check box so the BI group can be related to an agreement contract.
Click Accept to apply changes or click Cancel to abort the operation.