Create Saved Options

You can save a set of customized options for processing runs.

Open one of the following applications:

• Accounting > Revenue Generation
• Accounting > Consultant Accruals
• Billing > Batch Billing
• Billing > Employee Realization
• Utilities > Updates > Update Billing Status
• Utilities > Updates > Refresh Billing Extensions

To save a new set of options:

1. On the application form, select the options for processing runs.
2. Click next to Saved Options and select + Save Current Options.
3. On the Saved Options dialog box, enter a name for the option settings you are saving.
4. To save the search for users with specific security roles, click in the Save For field and select one or more user roles from the list.
5. Optional. In the Description field, enter comments.
6. To save the options as the default set, select the Make Preferred check box.
7. Click Save.