In order to be configured, the Billing Compiler module must be linked to at least one AR billing company and users must be given access.

You must be a System Admin to configure this module.

1. Select Admin > Portal Settings > Billing > General Configuration.
2. In the AR Billing Companies to Include field, enter the AR billing companies you want to be available in the Billing Compiler module. For multiple companies, enter a comma between each company without spaces (1,2,3).
3. Select Admin > User Access and then select Financial Controls from the Module Bundle dropdown.
4. Select the checkbox under the Billing Compiler Next Gen column for each user who needs access to this feature.