Business support

Adding a node to a hierarchy in Bill Analyst

After you create a hierarchy, you add nodes to it using the Tree Builder tool.

The nodes represent your organization’s divisions, departments or other cost centers; they’re the children of the topmost node. Give each node a descriptive name and corresponding general ledger (GL) code (you can edit a node description later if you need to).

You’ll need to assign accounts and services to the nodes; you can also split services between nodes to assign costs across multiple groups that share a service. Move nodes or remove branches (nodes) when your organizational structure or reporting needs change.

Make the hierarchy you want to edit the active hierarchy each time you open Bill Analyst.

Learn more about hierarchies and nodes

To add a node to a 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.
  1. Continue building your organizational tree by selecting a parent node for additional departments.
  1. Click Add Nodes.
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