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Adding a description to a service in Bill Analyst

You can add up to two descriptions to each service to give your reports more meaning.

To add a description to a service:

  1. From the main menu, select Billing > Invoice Management.
Invoice Management
  1. From the list of accounts, click the blue hyperlink for the account you want to work with.
Hosted Bill Analyst
  1. Click the Setup tab.
Setup
  1. In the Hierarchies box, click Edit Levels.
Hierarchies (showing Edit Levels tab with nodes)
  1. From the Display list, select Services.
Hierarchies (showing Edit Levels and Services selected)
  1. Select the chekbox next to the service you want to add a description for, click Edit Description.
Hierarchies (showing Edit Descriptions)
  1. In the Description 1 field, type a description for the service. If you want another description, type it in the Description 2 field.
setup tab hierarchies edit levels tab edit descriptions with descriptions
  1. Click Save.