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Moving an account to a different hierarchy level in Bill Analyst

After you've added nodes to a hierarchy, you can assign accounts to it in Bill Analyst. Accounts are initially assigned to the unassigned node, but you can move or assign them to different node levels. You can also edit descriptions for accounts to make reading reports easier.

To move an account to a different hierarchy level:

    1. Click Billing, then click Bill Analyst. 
    Bill Analyst
    1. Select the radio button next to the account you want to view, then click LAUNCH BILL ANALYST.

      Control Center opens Bill Analyst on a new tab.
    Bill Analyst (showing Home tab)
    1. Click the Setup tab.
    1. In the Hierarchies box, click Edit Levels.
    Hierarchies (showing Edit Levels tab)
    1. From the Display list, select Accounts.
    1. Select the checkbox next to the account you want to move, then click Move Accounts.
    1. From the Destination list, select the node that you want to move the account to, then click OK.
    1. Click OK again to confirm the change.

      The Path column shows the move you made. (You can also view a history of changes to the hierarchy.)