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Report Settings: Billing Definition
This setting allows you to filter billing groups by accounts containing either just one specific billing definition or by any billing definition. The list contains all billing definitions created for your firm.
To filter billing groups to those containing accounts with one specific billing definition, choose that definition from the list.
To see all billing groups regardless of billing definition, choose <All values> from the list.
| Setting | Report Output |
|---|---|
| Billing definition set to one specific definition |
In this example, the custodian is set to 1% Standard. Only billing groups containing an account with the 1% Standard billing definition assigned are displayed. |
| Billing definition set to <All values> |
All billing groups are displayed regardless of billing definition. |
This setting applies to:
Report Views in Billing Groups
