Billing Q&A: Merge Duplicate Billing Categories

December 2020    Tags:

We noticed that we have two Billing Categories that have the same description and we have been using both of them. Is there a way we can merge those two categories into one?

This can be accomplished via the Renumber Category utility.

To renumber multiple categories into a new number

  1. From the Maintenance menu, point to Renumber and select Category.
  2. In the Old Number field, enter the number of the first billing category that you want
    to merge.
  3. In the New Number field, enter a new, unused number. You must enter a New
    Number that is not already in use by another category.
  4. Repeat steps 2 and 3 for each category that you want to merge, using the same
    New Number for each one.
  5. Click OK.
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