More about the home page.
- In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
- In the Recent section, select an item from the drop-down list on the right to display a brief list of the top records matching that criteria. The choices are listed in the table that follows.
- From the list, you can click any object name to go directly to its detail.
- Click New to create a new consolidation grouping method.
- To change the value of an editable field shown in the list double-click it, enter the value you want and click Save.
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Recent Choice |
Description | |
|---|---|---|
| Recently Viewed | The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users. | |
| Recently Created |
The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you. |
|
| Recently Modified | The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you. |
What is a Consolidation Grouping Method?
A consolidation grouping method contains a list of billing document fields used to group documents together and consolidate them in a single billing document. When you consolidate billing documents using the default grouping method, Billing Central groups the documents by Account, Company, Currency, Status, and Type. You can extend this further by creating custom consolidation grouping methods.
Multiple consolidation methods might be useful if you want to consolidate some billing documents by one set of criteria, for example, Shipping Account, and other documents by another set, for example, Contract and Date Issued.