Master Paragraphs can be used in the billing process by dragging and dropping in Stage 3 Three of the billing wizardBilling Wizard. To improve the billing process, you can specify Master Paragraphs to be used as standard paragraphs for a Code Type so they are automatically added for you when you create a bill. UI Expand |
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title | To set up master paragraphs attached to task codes |
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| - Select Maintenance > Maintenance Map from the menu.
- Click Miscellaneous on the Tasks TASKS bar.
- Click Code Types. The Code Types page opens.
- Click to
expand the relevant Code Type as shown below. INSERTIMAGE - Click the Para button associated with the Task Code you wish to add standard paragraphs to. The Code Master Paragraph opens for that task.
- INSERTIMAGE
- Select the paragraph(s) you wish to appear on the bill when time is being billed.
- Select OK to save and close the Code Master Paragraph window.
- Click OK to save and close the Code Types page.
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UI Expand |
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title | To display the paragraph text when creating a bill |
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| - Select Group by Code in the drop-down list in Stage 3 Three of the billing wizard.
This will prefill your bill with the paragraph content as follows: INSERTIMAGE INSERTIMAGE |
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