A.

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From the distribuLink main menu, under VMP:

1. Click Manage Billing Accounts (or View Billing Accounts if you have view only access.)  

2. Enter search criteria in any or all of the following fields.  (You can leave the fields blank to list all clients.)

1. • Account Name:  Enter part of the client company name, using asterisks as wild cards. For example, *good dairy*.

   • Account Number:  Enter the full client ID.  This is variously called the Customer ID, Customer Key, Site ID, or Business Unit ID (BUID) in Park City Group.

   • MSA Number:  Enter all or part of the MSA (Master Service Agreement) ID from the contract.  Use asterisks as wild cards. For example, *100*.

   • PSA Number:  Enter all or part of the PSA (Professional Service Agreement) ID from a work order.  Use asterisks as wild cards. For example, *100*.

   • Account Category:  Search for Billable or Non-Billable accounts.

Note:  Criteria such as the PSA Number is valid only if the information was previously entered in this system.

3. If desired, choose to Sort By the account Name, Number, etc.  This is most useful if you do not enter search criteria

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B.

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See the Table of Contents or Index for working with account information.  Included are tasks for updating the account billing name and address, contacts, and billing terms.

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