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.

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 the toggle next to the field title 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 Submit button when complete to process the bill to changes.
  • You can view the progress of the process using the Jobs Viewer window.