View source for Help:Billing Code Table Maintenance

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{{Page title| Help: Billing Code Table Maintenance}}

This window titled Billing Code Table Maintenance displays the billing codes which have been set up for the A/R Account you select at the top of this window.  It enables you to add new billing codes and change or delete existing billing codes for the selected A/R Account.  This window also allows you to print various listings of the billing code table and and clone codes from one A/R Account to quickly create codes for a new A/R Account.

A separate billing code table must be set up for each A/R Account you have set up in your general ledger chart of accounts.  During the billing process, you will only be able to view the billing codes which pertain to the specific A/R Account you have selected for that invoice.  Many of our customers have separate A/R Accounts for storage, moving, van lines, etc.  However, in many cases the billing codes the customers utilize for the different types of billings are different.  By having a separate billing code table for each A/R Account, this means your billing clerks will only be able to view the billing codes which apply to that type of billing, thus reducing the possibility of using an incorrect billing code.

Please note that you may select to view or print the billing code table in one of the two following sort orders:


By Billing Code = Sorted by Billing Code Number
	By Description = Sorted by Billing Code Description

To select the desired sort order, simply point your mouse to the appropriate tab at the top of this window (By Billing Code or By Description) and left-click your mouse once to select that sort order.


'''A/R Account:'''  Enter the A/R Account number that you wish to view.  Press the {?} to the right of this field to open a window titled Select A/R Account which will display all the A/R Accounts which have been set up on your system.  For additional information, please see [[Select A/R Account.]]

'''Billing Code/Description:'''   This is a locator field based upon the sort order tab you selected (By Billing Code or By Description).  As indicated, type in the Billing Code Number or Billing Code Description and the window will display the code starting with the closest match to what was typed.  If this field is highlighted, then press the Tab Key to start the display.

'''[ Print ]'''   Press this button to print one of the various billing code reports in the sort order you have selected.  For additional information, please see [[Print Billing Codes.]]

'''[ Insert ]'''   Press this button to open a window titled Adding a Billing Code which will allow you to add a new billing code to the billing code table for the selected A/R Account.  For additional information, please see [[Update Billing Code.]]

'''[ Change ]'''   Press this button to open a window titled Changing a Billing Code which will allow you to change the highlighted billing code.  For additional information, please see [[Update Billing Code.]]

'''[ Delete ]'''   Press this button to open a window titled Removing a Billing Code which will allow you to delete the highlighted billing code.  For additional information, please see [[Update Billing Code.]]

'''[ Clone Codes ]'''   Press this button to open a window titled Clone Billing Codes which will allow you to make a duplicate copy of the billing codes which you have already set up for one A/R Account.  This is the quickest way to initially set up billing codes for another A/R account.  After the cloning process has completed, you can then easily edit the new billing code table to make it appropriate for that A/R Account.  For instance, you may want to change the general ledger account number for each of these new codes or possibly delete billing codes that are not applicable for this A/R Account.  For additional information, please see [[Clone Billing Codes.]] 

'''[ Close ]'''   Press this button to close this window and return to the previous menu.

'''[ Help ]'''   Press this button (if available) or the F1 key to view the Help text for this window.