Creating billing line manager criteria

Billing line manager criteria are filters and sorts that specify a particular subset of the billing lines from all of your billable documents, based on attributes of the lines. You can create and save billing line manager criteria, then use these criteria to create billing line managers.

To create billing line manager criteria:

Select Administration>Billing Line Manager Criteria. A list of billing line manager criteria appears.
Select Add up above. The Add billing line manager criteria screen appears.
Enter a Name for your billing line manager criteria. This is required and must be unique.
Optionally, enter a Description.
Under Sorting, specify the order for the filtered billing lines.
This process is similar to sorting a list. When you create billing line manager criteria, you are deciding in advance how you want your list of billing lines to be sorted.
1. Click Add Sorting to add a new sort order.
2. From the Field drop-down, select the field to sort.
3. From the Order drop-down, select whether to display the sorted items in Ascending or Descending order.
Under Filtering, create the filter (search) conditions.
This process is similar to filtering a list. When you create billing line manager criteria, you are filtering the list of all billing lines in the system, and you can apply several filters at once.
1. Click Add to add a new filtering. The Filter By pop-up appears.
2. Check the checkbox to select what you want to filter by. (Later, you will select whether the filter should "include" or "exclude" the billing lines that match.)
  - For each Filter By line, select how to filter. You can filter based on an exact match, a range of values, or whether the Filter By field is empty or not empty.
  - If you are filtering based on an exact match or a range of values, enter the value you want to filter by.
    If you are entering text, you can use "?" (question mark) to represent any single character and "*" (asterisk) to represent 0 or more characters. For example, specifying Charge Type "Inbound*" would find all billing lines with Charge Types that start with "Inbound", while "Inbound-???" would find only those billing lines with Charge Types that start with "Inbound-" and are followed by exactly three other characters.
    
    If you are entering a date, you can enter an absolute date (mm/dd/yyyy), a relative date ("-7" for seven days previous, "+5" for five days from now), or "today". For example, you could filter by the document Create date in range "-7" to "today" to find all of the billing lines from documents created in the past week.
3. Click OK. The Filter By pop-up closes.
4. For each filtering you have just added, select whether the criteria should Include or Exclude billing lines that match that filter. You can include as many filterings as you like.