Billing Profiles may change over time. When profile information changes, you can create a new version of profile that better suits your needs. This allows you to add another version of the existing profile without having to update the associate job or placement record with a new profile and it keeps a historical record of the old profile version.

This articles guides you through the steps for adding a new Billing Profile version.


This Knowledgebase Article is based on information from Confluence Page ID 8978453. If updated, please review the corresponding Confluence source.


Parties Responsible for Process

  • Accounting


Before You Begin


You must have the appropriate action entitlements in order to create a new Billing Profile version. Please contact Support to review and adjust your action entitlements.


Steps


  1. On the company record, select the Billing Profiles tab.

  2. Open the billing profile you wish to update.

  3. On the Edit Billing Profiles screen, select New Version.Image Placeholder

  4. Update the rest of the profile information as needed.

  5. Select Save to confirm your changes.