Billing Q&A: Merge Billing Categories

March 2023    Tags: Tabs3 Billing

We’ve been reviewing our billing categories and noticed that a few of them are redundant. Is there a way to combine these categories and their associated matters?

Tabs3 Billing includes a Renumber Category utility that allows you to renumber your billing categories. You can use this process to combine up to five existing billing categories into a new billing category.

To merge billing categories

1. In the Quick Launch, search for and select “Renumber Category.”
2. In the first row of the Old Number column, select the first billing category you want to merge into a new billing category.
3. In the first row of the New Number column, enter the number of the new billing category you want to create.
4. Repeat steps 2 and 3 in each row for each billing category you want to merge into the new category.
5. Once you have configured the rows, click OK to begin the renumber process.

Note: When combining categories, the new category cannot exist prior to combining.