BillerOrg MoveBillGroup

Move Objects

In the Move objects view, objects can be moved within the organization, which means that they either are connected to a new person or to a new organization group.

For the object to be moved, you define for each service if it should be moved along with the object or if it should be unbooked.

How to - Show the Move Object View

1. Click on search
2. Search for the object to move, or a person or organization group for which you want to move connected objects
3. Check the box for the items you want to move
4. Select move in the menu above the table

   • The edit object view is displayed

How to - Move Objects

1. Select the main group that the new organization group belongs to (optional)
2. In the billing groups on level one menu, select the organization group that the new organization group belongs to (optional)
3. If the object should continue to be associated with the same organization group (i.e. only be moved to another person or only to change start date), check the keep current organization group box to the right of the cost center list box
4. Otherwise, select a new organization group to associate the object with:
   1. Uncheck the keep current organization group box
   2. Enter all or part of the group name in the box

      • The menu will automatically update based on your search

   3. Select an organization group in the list box
5. If you have selected a specific object to move (not selected objects on person or organization group) you also have the possibility to connect the object to another person:
   1. Should the object continue to be associated with the same person, ensure the keep current person box to the right of the person list box is checked
   2. If the object is to be associated with a new person:
      1. Uncheck the keep current person box
      2. Enter all or part of the name in the box

         • The menu will automatically update based on your search

      3. Select a person in the list box
6. Enter the date when the move should occur

   • The earliest possible date is displayed to the right

7. The objects are displayed in the table, with checked items regarding the move:

   • All objects not checked will not be affected (neither will their booked services)
   • All checked objects will be moved to the selected organization group
   • All the checked services will be unbooked from the previous organization group and booked on the new
   • Make sure only the services you really want to move along with the object, are checked in the table
   • All services that are not checked (and belong to an object that is moved) will be unbooked

8. Click move to actuate the move

   • The move will be completed on the set date