There is a way to default the Billing Wizard WIP screen to "Carry Forward" but we would like to request an option to default to "Write off".
My billers continue to ask me to see their clients and billings to default "write off".
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3 comments
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Michelle Harris Hi Shannon
in 9.6 this is already there - I think you may have a transaction setting on that sets the default to C/F. Remove this and it will default to W/O
If you are on 9.7 (which I don't think you are) - this is being put into the next build and will be found on the Settings within Billing Admin
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Shannon Mathews We do not have C/F set to default (I found that option in the system setting and it isn't checked), however our bills are not always defaulting to W/O either.
And you are right we are on 9.6
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Michelle Harris Are the instances that it isn't defaulting to W/O on Interim bills?
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