Editing a Bill

Accessing the Edit Bill window

It is possible to access the Bill Edit window from the Work Flow Manager. Click Accounting/Work Flow Manager and open one of the Bill or Batch folders. Then select the bill from the list, right-click and select the Edit option from the popup menu. The Edit Bill window will open.

It is also possible to access the Bill Edit window from the historical bill list in the Create Bill and View Bill windows.

Double-click the bill from the list. The Edit Bill window will open.

It is also possible to access the Bill Edit window from the Account Manager. Click Accounting/Accounts to open the Account Manager. Then click the Bills tab.

Highlight the historical bill in the list, right-click the bill line, and select the Edit option from the popup menu. The Edit Bill window will open.

Bill Editing Options

Once the Bill Edit window is open, you can:

1. View the bill's properties

1. View the bill's scanned image

2. View, add, or print bill messages

3. View account alerts

4. View account memos

5. Edit bill entry fields

6. Edit or remove line items

7. Access the Bill Grid calculator

8. Assign a special charge

Bill Auditing Options

To audit the bill, click the  button at the bottom of the Edit Bill window. The bill will be audited using the current Work Flow settings for the quick check audit. After the audit is complete, audit results will be posted in a popup window. When the window is closed, additional audit groups may be selected from the Select Audit Groups window.

After making your selections, click Save to save the edited bill and close the Edit Bill window.

To close the Edit Bill window WITHOUT saving changes, click .