Changing a Bill Unit's Parent Account

To change the parent account responsible for a child account's bill unit:

  1. From the Actions menu, select Financial Setup, and then select Bill Unit Setup.

    The Financial Setup screen appears.

  2. Click the pencil icon in the bill unit to assign, or click New to create a bill unit to assign.

  3. In the Payment method of Paying Account drop-down list, select Account Search under Identify Other Account to Pay.

    The account search screen appears.

  4. Use the search to find the new parent account to assign the bill unit to.

    For more information on searching for accounts, see "Finding an Account".

  5. From the list of search results, select an account, and click Open.

    The Choose Bill Unit to Pay screen appears.

  6. Select the parent account bill unit to assign the child account's bill unit to.

  7. Click OK.

    Billing Care returns to the Financial Setup screen with the new parent account number added to the bill unit as the paying account.

  8. Click Apply.