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Moving an account to a different hierarchy level in Bill Analyst

After you've added nodes to a hierarchy, you can assign accounts to it in Bill Analyst. Accounts are initially assigned to the unassigned node, but you can move or assign them to different node levels. You can also edit descriptions for accounts to make reading reports easier.

You can use hierarchies to structure your data to track your telecom use or spend across different groups and functions of your organization for more informed reporting and analysis: 

  • Review monthly telecom spend by business unit, division, department, group, or other segment of your organization; assign costs among groups that share telecom services.

  • Use a hierarchy and its levels like data filters for your reports (in addition to standard and custom filters).

  • Create multiple hierarchies to test and compare different reporting scenarios.
     

A hierarchy mirrors the structure of your organization—business units, regional offices, retail outlets, cooperatives, departments, and other reporting groups. The nodes and sub-nodes of a hierarchy form a tree structure, connected in parent-child relationships, representing your organization’s various groups. Split services between nodes to assign costs across multiple groups that share a service.

You can set a hierarchy you create as private (seen only by the person who created the hierarchy) or public (seen by all users in your organization).

Note: Some aspects of working with hierarchies are permission based. For example, you can only edit a node description, move a node to a different level, or remove a node if you are the owner or administrator.

To move an account to a different hierarchy level:

  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 Accounts.
Hierarchies (showing Edit Levels and Accounts selected)
  1. Select the checkbox next to the account you want to move, then click Move Accounts.
Hierarchies (Move Accounts)
  1. From the Destination list, select the node that you want to move the account to.
  1. Click OK.
Hierarchies (Confirm Account Move)
  1. Click OK.

    The Path column shows the move you made. (You can also view a history of changes to the hierarchy.)