Set Bills Custom Fields

Here’s how to set Custom Fields for Bills in Bionic for Agencies.

Bionic enables you to set custom fields for entered Bills. These columns can represent additional data, text, picklist and numbers that you need for each bill. This is often used to map data in external systems, such as a financial platform.

To set custom fields on the Bills level, you first must create a custom field.

Once you have created custom field(s) with Bills as the Object Type, you’ll then be able to utilize your Bills custom fields.

Here, we’ll cover how to:

1. View Bills Custom Fields
2. Configure Custom Fields

View Bills Custom Fields

Custom fields in a Bill are shown on the bottom of the Edit Bill dialog. You can get to this dialog by clicking on Billed amount for a Service Period in the Finance Tab of an Order or by clicking on the Ref # of a Bill Type in the Finance Tab on the Organizational level.

Configure Bills Custom Fields

After you have created custom field(s) for Object Type: Bills, you can update the data for your custom fields in a Bill.

1. In an Order, click on the Finance Tab.
2. Click Add Bill (for a new bill) or Click on the Billed Amount (for an existing bill).
3. Configure your Custom Fields.
4. Click Save.

Next Steps:

• Set Payments Custom Fields