Business support

Adding a node to a hierarchy in Bill Analyst

After you create a new hierarchy in Bill Analyst, you need to add nodes to it using the Tree Builder tool. Nodes give hierarchies their structure and represent the divisions and departments in your organization. You build your hierarchy by adding divisions or departments that will be the children of the topmost node.

To add a node and GL codes to your hierarchy:

  1. Click the Reports tab, then click the Billing Reports subtab. 
  1. Click Bill Analyzer.

Control Center opens Bill Analyst in a separate window.

  1. Click the Setup tab.
  1. In the Hierarchies box, click Tree Builder. If you haven't created a hierarchy, you won't see the Tree Builder option. You must create a hierarchy and make it active before you can add nodes to it.
  1. Add your top level departments and their GL codes in the grid, then click Add Nodes

    Some aspects of creating a hierarchy are permission based. For example, you can only edit node descriptions and move or remove nodes if you have the correct permissions. 

  2. Continue building your organizational tree by selecting a parent node for additional departments.

  3. Click Add Nodes.

Continue building your organizational tree by selecting a parent node for additional departments.

Not quite right?

Check out these other, popular search topics: