How to Create an Invoice Bill Code Group

To create an invoice bill code group, follow the procedure below.

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	Navigate to Billing > Maintenance > Invoice Bill Code Groups. The Invoice Bill Code Groups Maintenance screen opens.
2.	Click Add. The Invoice Bill Code Group Entry screen opens.
3.	In the Name field, key a unique name for the invoice bill code group.
4.	In the Description field, key a textual description that explains the purpose of the invoice bill code group.
5.	In the Country field, select a different country if the invoice bill code group is to apply to debtors who are linked to a country other than the country that is selected by default.
6.	Click on the Active field if this invoice bill code group is to be available to be applied to debtors immediately. Alternatively, skip this step if you do not want this invoice bill code group to be available to be assigned to debtors until a later time. A tick is displayed in the Active* field if you clicked on the field to make the record active.*
7.	At the top of the Bill Code/Bill Code Type Groupings section of the screen, click Add. A new blank grouping is added to the Bill Code/Bill Code Type Groupings* section of the screen.*
8.	In the Name field for the new grouping, key in a name that describes the types of bill elements that are to be included in the grouping (for example: Expenses only).
9.	In the Bill Codes/Bill Code Types field for the new grouping, click the Edit button. The Select Bill Codes or Bill Code Types dialog box opens.
10.	If the grouping is to include specific bill codes, tick each relevant bill code that is to be included in the grouping or, if you want to include all of the listed bill codes, tick the checkbox next to Name at the top of the list. Alternatively, if the grouping is to include all bill codes of a specific type, select Bill Code Types and then tick each relevant bill code type that is to be included in the grouping. If you want to include all bill code types, you can tick the checkbox next to Name at the top of the list instead of ticking each listed bill code type individually.
11.	Click OK. The The Select Bill Codes or Bill Code Types dialog box closes and the bill codes or bill code types that you selected are displayed in the Bill Codes/Bill Code Types* field.*
12.	Repeat steps 7 - 11 to add more groupings as required. All groupings that you add to the invoice bill code group must contain bill codes or bill code types and not a mix of both. Take care when selecting bill codes or bill code types that are to be included in a grouping because the same bill code or bill code type cannot be included in multiple groupings for the same invoice bill code group. Where this is the case, you will be unable to save the invoice bill code group.
13.	Click Save. The new invoice bill code group is created and the Invoice Bill Code Group Entry screen closes.