Assign fee dimension to a bill
Your practice may want to assign the type of business to the fee income of a bill.
On your Home Page, in the Fee Analysis History window, click the Inv No. of the bill that you want to assign a fee dimension to.
On your Client Page: Bills tab, click on the invoice hyperlink of the Invoice that you want to assign a fee dimension to.
If a bill has had a fee dimension assigned to it, the box in the Analysed column will be checked.
In the Dimension Analysis window, Fee Dimension column select the fee dimension from the drop-down list.
In the Amount column, enter the amount you want to allocate to the dimension selected from the drop-down list.
Enter any supporting information about the amount in the Comment field.
Repeat steps 2 to 4 until the total amount of the bill is assigned to the fee dimensions.
You will see an error message if you do not assign a fee dimension to the total amount of the bill.
Click OK to save and close the window.