Billing Statement Authorizations
DelegateAdministrator Billing Statement Access
By default, only PIsthose with a role in the service may access their billing statements. However, there are a number of instances where a PIlab mightmanager wantor toadministrator delegatemay accessneed documentation for othersledger totransactions. viewThis theircan billingbe statements.accessed To delegate access to an authorized user, accessthrough the "CORE"Administrator tab in the RSS. Under "Billing," select "Billing Statement Authorization."Dashboard.
Show Step-by-Step Details
First, clickSelect "Administrator Dashboard" from the "Add"Core button.> Billing menu.
InEnter the modalcost dialogobject thatof opens,interest enterand a begin date for the user'squery. name you are going to authorize. At a minimum, include the first three letters in their last name. Then, clickClick the "Search" button.button to retrieve billing statements.
This will retrieve all billing statements that have used the cost object irrespective of the Billed faculty or Core.
In the results window, click the person'sview namelink whoto shouldopen bea authorized.pdf Multipledocument peoplewhich can be selectedprinted ator once.download Whenfor someoneyour isrecords.
If you selectwish to download a table with the wrongstatements person,you clickmay theiruse namethe againExport to de-selectExcel them. When finished, click the "OK" button.feature.
OnceThe export feature will generate an xml table of the modalresults. dialogThis closes,feature will not include the newlydetailed authorizedstatements.
Creating statementa viewerFavorites willReport
If onyou manage multiple accounts you may find it helpful to create favorites so that your reports are ready to run as needed. Once you've run a report once you may name your report and save the page.result in a favorites list.
Remove Delegate Access
From time to time users may need to have their access to a PI's billing statements removed. To remove delegated access from an authorized user, access the "CORE" tab in the RSS. Under "Billing," select "Billing Statement Authorization."
Once a person is removed, the process described in the delegate access section will need to be completed should they need to be given access again.
Show Step-by-Step Details
First,You un-checkmust run the boxBilling nextStatements by Cost Object report at least once in order to save the user'sresults nameas youa need to remove.favorite.
Then,If clickyou are satisfied with the results of your search, simply enter a name for your report in the "Updatename Changes"this button.favorite report" field and "save as favorite".
The pagenext time you launch the dashboard you will updatehave the option to "Load" your report. This will populate the required fields and allow you to adjust those as needed, i.e. the next month's dates. You must then use the "Search" button to retrieve the data.
You can also "Delete" a report for a cost object that user's name willyou no longer be displayed. This indicates that their access to your billing statements has been removed.monitor.