If Using Billing Module
Start here is using the Financial Module with Billing.
From Main Module click Financial then Billing.
Now click Posted Billing icon or tab.
continue to loading custom layout the instructions are the same form this point forward.
If Using New Finance Module
Start here if using the Finance Module.
From Main Module click Finance then Posted Billing, and View Posted Records.
Next, click Layout on toolbar then Open.
Next, click Import on toolbar.
Next, choose the layout you would like to import. Click the check box beside the layout name “Posted Billing with Units”, then click Save.
Now, click OK to close and load the custom layout.
Once the custom grid is loaded you may want to make further changes like adding or removing certain columns. To do so click on Layout then Column Chooser.
Next, go through the column list and check or uncheck the columns you want to appear in the layout. Click OK to finish. I’ve highlighted some columns you may want to add.
Another option you may want to apply to your layout is to Group the grid by client or payer name. Click the Client column header and drag it up to the area where it says “Drag a column header here to group by that column.” and let go to complete.
When you have complete all the changes you want to make click on Layout then click Save.
You will be asked the following questions:
- Save Layout? Yes or No Click YES
- Overwrite layout? Yes or No Click YES
Anytime you want to load this grid click Layout then Open then click the custom layout you would like to load in this case “Posted Billing with units” click OK.