Contents

Introduction Identify Accounts Not Assigned to a Billing Group Identify Accounts Assigned to Multiple Billing Groups

 

Introduction

These are the steps for how to create specific saved searches to complete pre-billing audits. Running pre-billing audits ensures that:

• All billable accounts are assigned to billing groups.
• Billable accounts are assigned to only one billing group each.
• Billing groups are properly set up.

For more information on the overall workflow, see Workflow: Run Billing.

For more information on how to create saved searches, see Saved Searches.

Identify Accounts Not Assigned to a Billing Group

To build this saved search, follow these steps:

1. On the Reports menu, click Saved Searches.

2. In the Search Name box, type Accounts Not in a Billing Group.

   

3. Click Add Filter.

4. Add the following filter parameters to the saved search:

   

   Search Category	Filter	Setting
   Billing	Billing Group	Is None
   All	Closed Date	Is blank
   All	Billable Account Tamarac recommends adding this custom field as a best practice to help identify accounts that should or should not be included in billing.	Yes

5. Click Save.

Identify Accounts Assigned to Multiple Billing Groups

To build this saved search, follow these steps:

1. On the Reports menu, click Saved Searches.

2. In the Search Name box, type Accounts In More Than One Billing Group.

   

3. Click Add Filter.

4. Add the following filter parameters to the saved search:

Search Category	Filter	Setting
Billing	Billing Group	Is More than one
All	Closed Date	Is blank
All	Billable Account Tamarac recommends adding this custom field as a best practice to help identify accounts that should or should not be included in billing.	Yes

5. Click Save.