Manage Billing Account Setup Information

Purpose

A report showing patterns on how the billing account charge types and elements of an organization are setup. Use this report to:

• Review consistency of organization patterns by charge types and elements.

• Find system generated ERROR CODES of possible critical issues.

Provides

Setup information for Manage Billing Accounts.

When To Run

As needed.

Running the Report

Steps to view a report

1. Click the Reports tab.

The Standard window opens.

2. In the Accounting section, click  W532 - Manage Billing Account Setup Information.
3. In the new window, select or enter the appropriate parameters.

Required parameters are indicated by an *.

4. Click the View Report button in the upper right of the screen.

5. Page through the document using the controls in the upper left.  
6. Search by a keyword using the Find/Next box at the top of the screen.
7. To update the information on the page, click the Refresh button at the top right of the screen.

Exporting the Report

Steps to export a report to another program

1. Click the Export button.
2. Select the appropriate format.

This will generate a File dialogue box specific to your computer.

Related Topics

• Billing by Department
• Billing with Accounts
• Billing Summary by Accounts
• Billing Documents
• Billing Information
• Custom Spec Accounts Report
• Billing Omissions
• Purchase Orders By Vendor
• Accounts and Detail Spending
• Payables and Invoices by Vendor
• Billing Summary by Department

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