Business Support

Moving an account to a different hierarchy level in Bill Analyst

After you've added nodes to your hierarchy, you can assign accounts to them. Accounts are initially assigned to the unassigned node, but you can move them (or assign them) to different node levels. 

To move an account to a different level:

  1. Click the Reports tile, then click the Billing Reports subtile.
  1. Click Bill Analyst.

Control Center opens Bill Analyst in a separate window.

  1. Click the Setup tab.
  1. In the Hierarchies box, click View Change History.
  1. Click Edit Levels: Accounts.
  1. Select the checkbox next to the account(s) you want to move, then click Move Accounts.
  1. From the Destination list, choose a destination.

  2. Click Ok.

Did you know? If you haven't created a hierarchy, you won't see the edit levels option. You must create a hierarchy and make it active before you can add nodes, accounts, or services to it. To figure out which hierarchy is active, click the Set Hierarchy link on the setup page.