Changing a billing review stage

1. From the Setup menu, click Billing Review Stages.
2. View billing review stages in the list window differently, if needed.

3. Click the billing review stage you want to change, and click Edit.
4. In the Description field, you can change the name of the billing review stage.
5. In the Notes field, click and change the notes.
6. Select or clear any of the following check boxes to change the notification for the stage:

• Notify Project Manager
• Notify Billing Manager
• Notify Principal
• Notify Accounting

7. Click Save.
8. Click Close.

See also

Setting up billing review stages

Deleting a billing review stage