Billing Categories
Billing Categories cannot be added or edited unless the Billing Categories permissions are first enabled via Users > Profiles > Billing tab.
1. From the Billing menu, click Billing Categories.
2. Any accounts already created display in the table. To add a new account, enter new data using the top row.
3. Select the applicable element codes from the provided pull-downs, such as Function, Object, Facility, Internal Project, Internal Sponsor, Manager, etc.
Each account may be assigned a Manager (optional), which allows the user to access the budget without having to be setup with account strip permissions via ERP > Setup > Accounting Strips.
4. When all data has been entered, press the Enter key to save. Once saved, the line will turn blue and the delete button (red minus sign) displays.
5. Click the green plus sign to add more than one Manager to an account.
6. Click any of the pull-downs to change the selection. Changes save automatically.
7. To delete an account, click the delete button (red minus sign).
8. Use the Accounting Strip Filters at to the top of the screen to determine the accounts displayed. Type the applicable elements in the corresponding text boxes, such as Function or Object. You can also use wildcards to group the accounts. Click Search.
1. From the Billing menu, click Billing Categories.
2. Click Import to import accounts from a CSV file.
3. Search for and select your spreadsheet, which must be CSV or tab-delimited. Then, click Open.
Ensure there are no blank lines of data in the CSV file as this will cause complications in your upload.
4. From the Import CSV pop-up window, you must verify that each pull-down is matched correctly.
5. Click Import CSV to import the accounts.
6. Imported data populates on the Accounts tab. Edit data by clicking the pull-downs to change selections.
7. To delete imported accounts, click the delete button (red minus sign).
