Charges list page

This article details how access the Charges list page and the available options to you.

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Financial to expand the corresponding menu.
3. From the Financial menu items, click Charges.
4. View the Charges list page.

   

Available options from the Charges list page

1. Click Create Charge to create a new Charge.
2. Click Refresh to reload the list.
3. Select, one or more Charges and click Delete to delete them.
4. Export the list of Charges to Excel.
5. Access the Column Selection dialog box from where you can choose to add or remove the following columns: Name, Id, Approver Type and Parent.
6. Select either Name, Id, Approver Type or Parent from the available search criteria and then enter a corresponding value in the Search box. Click the search icon to narrow down the Billing Rules list. For more information on the contains-in logic search click here.
7. Click the Action arrow to access the Charge context menu from where you can: create New or Delete.
8. Click the name of a Charge to edit it.