How to Manage Billing Accounts

If you are an Admin Supervisor, you can manually add Billing Credit Accounts via the Admin page. Navigate to that page by selecting the Admin tab on your Tracker Home page.

On the Admin page, follow these steps to add Credit Accounts:

1. Under Billing, select Accounts.

2. Search via Account Name, Number, or any column name to confirm that the Credit Account you would like to add does not already exist.

3. If a Credit Account needs to be added:

   1. In the top right of the screen, select ADD ACCOUNTS +
      
      

   2. Enter the Account Number, Name, and Purpose.

   3. Check Active and Is Credit Account.

   4. Enter Department Contact EID, CV3, Credit and Debit Object Code.

   5. Save.

Debit Departments are automatically added to the Accounts table when a Debit department IDT Account is billed via the Submit New IDT bill submissions.