Billing Q&A: Change Billing Categories for Multiple Clients

December 2018    Tags: , ,

We are running reports sorted by category and noticed that one of our newer categories did not get assigned to several clients. Is there an easy way to assign this category to multiple clients without changing them one-by-one?

This can be accomplished using the Change Client Options program.

To change the category for multiple clients at once

  1. From the Maintenance menu, point to Client Related and select Change Client Options.
  2. Enter a Client ID range, or click the Multiple button to enter multiple Client ID ranges.
  3. From the Setup tab, click on the Select button.
  4. In the Select Options to Change window, select Billing Category and click OK.
  5. Select the desired Billing Category.
  6.  Click OK.
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