Configure Rejection Reason

You can configure a pick list or a text box, or both, for client managers to use when rejecting a billing line item. A rejection reason is required when rejecting an item in the Manager view.
  1. Navigate to the Clients page on the Configuration view.
  2. Click the link in the NAME column for the client whose information you want to modify.
    The Client Info page appears.
  3. Select Billing > Custom Billing Options on the left navigation menu.
  4. Click .
  5. From the drop down, select one of the following options:
    • Free Text - Default option. Enables a text box for the client manager to enter text that describes the rejection reason.
    • Single Select - Enables a drop down for the client manager to select from. If you select this option, use the blank text boxy that appears in the Billing Rejection Reasons section to define your reason. A maximum of 50 characters is enforced for a reason. You can add additional reasons by clicking and entering text in the blank text box.
    • Both - Enables both options. If you select this option, the client manager is required to select a reason from the drop down, and enter text in the text box.
  6. Click .