UB> Utilities> Add/Remove Bill Tos

Add/Remove Bill Tos

 

Summary

 

The Add/Remove Bill Tos tool is used to add or remove a bill to on a filtered set of UB accounts. Bill Tos are associated with UB accounts on the Account Maintenance window (UB> Maintenance> Account> People tab> Bill To sub-tab). This tool is often used when an agency sets up a new Past Due notice and allows users to add or remove bill tos en masse, eliminating the need to update each affected account individually.

 

Related Links

Click here for information on the Bill to Report.

 

Step by Step

 

  • Open the Add/Remove Bill Tos window (UB> Utilities> Add/Remove Bill Tos).
  • The Cycles field is used to select customer accounts based on the billing cycles attached to those accounts.
    • You can view the billing cycle attached to an account using the Account Maintenance window (UB> Maintenance> Account> Account tab> Billing Cycle field).
    • Use Select All or Deselect All icon drop-down menus to select or deselect all the cycles in the field. This applies to the other filter fields as well.
  • The Class field is used to select the customer accounts based on the class code attached to those accounts.
    • You can view the class code attached to an account using the Account Maintenance window (UB> Maintenance> Account> Lot tab> Class Code field).
  • The Action drop-down menu is used to select the action you would like to perform.
    • Select Add if you would like to add a bill to to the selected customer accounts.
    • Select Remove if you would like to remove a bill to from the selected customer accounts.
  • The Affected Customer drop-down menu is used to determine which customer accounts associated with the UB account will be affected.
    • Select Owner if the bill to should be added to or removed from the owner associated with the UB account. The owner account is specified in UB> Maintenance> Account> Lot tab> Master Account field.
    • Select Tenant if the bill to should be added to or removed from the tenant associated with the UB account.
    • Select Both to if the bill to should be added to or removed from both the owner and tenant accounts.
  • The Bill To field is used to specify which bill tos will be added or removed from the selected customer accounts.
  • Click the Confirm icon when complete to process the bill to changes.