Biller MeasureGroups

Group Services

The Group services view shows a list of all available service groups. The same service can be included in several groups.

Placing services in service groups makes it easy to get an overview of how the services are used e.g. in the trend reports.

The service group view is available in the Invoicing role, under Services > Manage service groups.

How to - Show Service Groups

1. Click on the role Invoicing in the navigation menu
2. Click Services > Manage service groups

   • A list of service groups is presented

How to - Create a Service Group

1. Click add to go to the new service group view
2. Enter a name for the group in the name field
3. Click save
4. Select services to include in the service group:
   1. Expand the add services section by clicking expand

      • A table containing all available services is shown
      • The number of pages in the table is shown above the table (1 2 3 ...), click a number to go to the corresponding page

   2. Filter the table to show a particular service category by selecting a service category in the drop-down menu
   3. Select services to include in the service group by checking the corresponding boxes
5. Click save in the add services section to save the services in the service group

   • The service group is now available to use in reports and bookings

How to - Edit Service Groups

1. Click on the name of the service groups you want to edit, to open the edit service group view

   • The services in the group view presents all services included in the group
   • The add services section presents all services available, and lets you add services to the service group

2. Change the name, if necessary
3. To remove services from the service group:
   1. Expand the services in the group section by clicking expand
   2. Check the box for each service you want to delete
   3. Click the icon to open the action menu in the toolbar above the table, and select delete

      • The service is immediately deleted

4. To add services to the group:
   1. Expand the add services section by clicking expand

      • A table containing all available services is shown
      • The number of pages in the table is shown above the table (1 2 3 ...), click a number to go to the corresponding page

   2. Filter the table to show a particular service category by selecting a service category in the drop-down menu
   3. Select services to include in the service group by checking the corresponding boxes
5. Click add in the add services section to save the changes

How to - Delete a Service Group

1. Check the box for each service groups you want to delete
2. Click the icon to open the action menu in the toolbar above the table, and select delete

   • The service groups are immediately deleted

How to - Edit Permissions on the Service Group

1. In the service groups view, click on the name of the service groups you want to edit permissions for

   • The edit service group view is displayed

2. Click permissions in the upper right corner
3. Read more about how to manage permissions on service groups