When opening Billings, the navigation list is collapsed. To view the menu items for navigating through Billings, there are 2 options:
Option 1: Expand the menu by clicking the double arrow at the top left corner of the Billings window, as shown in the image below. This will expand the menu to provide the name for each menu grouping; you can then click the down arrow to open the list of items within each grouping (alternatively, click the up arrow to collapse the grouping list).
/Billings Navigation.png)
/Billings Navigation_1.png)
/Billings Navigation_2.png)
Option 2: With your mouse, hover over the icon to see the grouping name, then click the desired icon to provide you with the list of the items within that grouping.
/Billings Navigation_3.png)
You will notice the OK, Apply, and Cancel buttons are available on most of the Billings data maintenance pages. Pressing Cancel exits the page and discards any changes that you have made. The functionality of the OK and Apply buttons differs slightly depending on whether you are creating a new record or modifying an existing record. In both cases, pressing either of the buttons saves your changes to the database. However, if you are adding a new record, pressing Apply not only saves the data to the database, but also refreshes the page to let you enter yet another record. Clicking OK saves the data but then exits the page. This is to maximize the data entry speed by allowing you to add multiple new records without needing to exit the page.
If there are columns that you do not require, you can remove them with the following steps:
1. Select the column header by clicking and holding the mouse button down.
2. Drag it downwards until you see an “X” appear.
3. Drop it by releasing the mouse button and the column will be removed.
4. Repeat this step for all the columns you would like removed.
Perform the following steps If you would like to retrieve a removed column or any other columns which may not be visible by default.
1. Right click anywhere on the column header row to bring up a pop-up menu.
2. Select Column Chooser. A Customization window opens.
3. Click and hold the mouse button on the field you require.
4. Drag and drop the field to the column position where you would like it to appear on the grid.
Additional Information
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