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Editing an account description in Bill Analyst

After you create a hierarchy, add nodes, and assign accounts to it, you can update account descriptions to reflect changes in your reporting objectives.

 

Make your hierarchy the active hierarchy when you open Bill Analyst.

To edit an account description:

  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 Set Hierarchy.
Hierarchies (showing Set Hierarchy tab)
  1. To make, add, or change a description, you need to make sure the hierarchy is active. (Click Set Active Hierarchy to activate the hierarchy you want to edit.)
  1. Click the Edit levels tab.
Hierarchies (showing Edit Levels)
  1. From the Display list, select Accounts.
Hierarchies (showing Edit Levels and Accounts selected)
  1. Select the checkbox next to the account you want to edit, then click the Edit Descriptions tab.
Hierarchies (showing Edit Descriptions)
  1. In the Description 1 field, edit the description for the service. If you want to add or edit the other description, do so in the Description 2 field.
  1. Click Save.