Adding and Obsoleting Charge Type

The Charge Type & Elements section lets you add and obsolete charge for organizations.

Tip

To view the Charge Type & Elements section, click the Charge Type & Elements  link.

Add Charge Types

Steps to add a charge type to an organization
  1. Click on the Manage Billing Accounts link in the Actions of the Accounting tab.
  2. Click on the Charge Type & Elements tab.
  3. Click the next to the appropriate organization.
  4. Click on the Add New Charge Type link.
  5. Select the Charge Type from the drop-down list in the Add New Charge Type for Organization dialog box.
  6. When you are finished, click one of the following:

Make a Charge Type Obsolete/Unobsolete

Steps to make a charge type associated with an organization obsolete or unobsolete
  1. Click on the Manage Billing Accounts link in the Actions of the Accounting tab.
  2. Click on the Charge Type & Elements tab.
  3. Click the  next to the appropriate organization.
  4. Click Edit next to the charge type you wish to obsolete/unobsolete.
  5. Select the Obsolete check box.
  6. When you are finished, click one of the following:

Navigation Tips:

  • You can expand or collapse panels by clicking on the arrow to the right of the title bars.
  • You can sort items by any category by clicking on that category's column heading.
  • You can move the panels by clicking and dragging the panel to the desired location.
  • You can move the columns in the data grid by dragging the column heading to the desired location.
  • To page through the list, use the arrows at the top or bottom of the panel. You can also specify here whether to display the entire list or ten items at a time.

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