Help:Clone billing codes

Clone Billing Codes

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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.

This window titled Clone Billing Codes enables you to make a duplicate copy of the billing codes which you have already set up for one A/R Account to set up billing codes for another A/R Account. It is the quickest way to initially set up an additional A/R account. You will probably want to change the general ledger account numbers on each of the new codes after they have been cloned and you may also add, edit, or delete codes, as appropriate, for that A/R Account.

Copy From A/R Account: Enter the A/R Account for the Billing Code Table that you wish to clone. The name of the A/R Account will be displayed to the right of this field. Press the {?} to the right of this field to open a window titled Select A/R Account which displays a list of your current A/R accounts.

To A/R Account: Enter the A/R Account for which these new billing codes will be created. The name of the A/R Account will be displayed to the right of this field. Press the {?} to the right of this field to open a window titled Select A/R Account which displays a list of your current A/R accounts.

[ Begin ] Press this button to begin the cloning process. The billing codes which are being read from the selected A/R Account are displayed in the window. The number of new billing codes added is also displayed in the window. If a billing code already exists in the A/R Account designated in the "To A/R Account" field, then a duplicate new billing code will not be created in that A/R Account.

[ Cancel ] Press this button to cancel this operation. This button is only active before the [Begin] button has been pressed.

Billing Codes Read: This is an informational field only. You cannot edit the information in this field.

New Codes Added: This is an informational field only. You cannot edit the information in this field.

[ OK ] After this operation has finished, this button will become active. Press this button to close this window and return to the previous window.

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