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Editing an account description in Bill Analyst

To edit an account description:

  1. From the main menu, select Billing > Invoice Management
Invoice Management
  1. From the list of accounts, click the blue hyperlink for the account you want to work with.
Invoice Management
  1. Click the Setup tab.
Setup
  1. In the Hierarchies section, click Set Hierarchy.
Hierarchies (showing Set Hierarchy)
  1. To make, add, or change a description, you need to make sure the hierarchy is active. (Click Set Active Hierarchy to activate the hierarchy you want to edit.)
  1. Click the Edit levels tab.
Hierarchies (showing Edit Levels)
  1. From the Display list, select Accounts.
Hierarchies (showing Edit Levels and Accounts selected)
  1. Select the checkbox next to the account you want to edit, then click the Edit Descriptions tab.
Hierarchies (showing Edit Descriptions)
  1. In the Description 1 field, edit the description for the service. If you want to add or edit the other description, do so in the Description 2 field.
  1. Click Save.