Adding a description to a phone number in Bill Analyst

You can add up to two descriptions to phone numbers to give your reports more meaning.

To add a description to a phone number:

  1. From the main menu, select Billing > Invoice Management.
Invoice Management
  1. From the list of accounts, click the blue hyperlink for the account you want to work with.
Bill Analyst (showing Home tab)
  1. Click the Setup tab.
  1. In the Descriptions section, click Phone Numbers.
Phone Numbers
  1. Select the checkbox next to the number you want to assign a description to, then click Edit Descriptions.
  1. In the Description 1 field, type a description for the number. If you want another description, type it in the Description 2 field.
  1. Click Save.