Open Billing Review Configuration

Instructions to enable the Open Billing Review feature in the Financial Controls portal.

  1. Select Admin > Portal Settings > Billing > General Configuration and fill in portal setting AR Billing Companies to Include with a list of company number separated by commas.
  2. Select Admin > User Access and filter to Financial Controls. Check box under Open Billing Review column for users to have access to this feature
    Only users enabled on this page will have access to this module.