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Creating and Working Billing Queues

Queues are a fast and efficient way to keep track of workloads as well as tasks that need completed without losing track due to normal work day interruptions. Queues can also be used to easily create custom reports.

Queues are tools that assist in tracking workloads and allows users to work different areas of billing without having to pull a report to do so. Queues can also be 

To access a Billing Queue, select the Reports Module. Once opened, users can access a Queue by selecting the button within the available reports.

The Billing Queue is part of the Reports permission. If a user does not have the Report's permission, they will not be able to view information in the Billing Queues.

Queues columns can be changed based on the need of data and can be further refined in the queue itself. 

Selecting the queue option will give the criteria selection available for use. Possible criteria options may include:

  • Search Criteria: Queue specific criteria to obtain the requested data. Prompts will be presented to assist in determining what and how much data should be returned. For example, a date range could be selected to help narrow your results.
  • Additional Filters: Allows additional filter options to be included to obtain more detailed results.  Multiple filters may be added at once.
  • Columns: Columns can be added or removed from the results. (Pre-selected columns are the standard columns of the queue.)
    • Default columns for the report appear at the top of the grid. 
    • These columns can be rearranged by clicking/dragging.
    • Users can select a Sort column with the Sort By field.
      • After selecting a Sort By field, users can determine if they would like to sort by Ascending (A-Z) or Descending (Z-A).
  • Create Queue: Creates a workable queue based off criteria options.

Billing Queue Results

Once the Queue is created, the results will open in a grid format. The header will include a back button (to return the user to the Report Module), the name of the queue, the number of results, a refresh button and an option to export to CSV or Excel.

To export a file, click the file type and save the created file to your computer.

If a user exported reports to excel data in the previous version of the AIM program, you would now want to use the queue options to export to Excel to obtain the same type of data output.

Users can use the Back Button (shown above) to return to the search criteria of the Queue at any time to change the search parameters of the queue.

All queues include two standard workflow columns:

  • Last Viewed On: This column represents the last date and time a billing record was viewed. This helps quickly identify how long it has been since a bill has been viewed or updated.
  • Last Viewed By: This column identifies the user that last viewed the billing record.

       

Queue Specific Columns:

 The Bill Number and/or Account Number are presented for each record in the grid.

  • When the Bill Number is clicked on, it will navigate the user to that billing record in the Billing module.
  • When the Account Number is clicked on, it will navigate the user to the account record in the Account/Subscription module.

A row can be manually selected to highlight blue, this can be used to track what Bill/Account has already been worked. If using the Bill Number or Account Number for a hyperlink, the row will automatically be highlighted blue. Clicking the row again will remove the blue highlight.

The Billing Queue will remain on the last view until the user selects the refresh button. This allows users to navigate to bills and/or accounts and return to the same screen in the Billing Queue.

Column Features

Sorting: The Billing Queue can be sorted by clicking on the title of the column.

Order: Columns can also be reorganized by dragging and dropping the column title along the header line. The columns will return to their default order when the Billing Queue is closed.

Removing: Columns can be removed by dragging and dropping the column title along the header line. 

Each column contains additional column, filter and include options by using the buttons to the right of the column title.

Additional Column options include: Pin Column, Autosize This Column, Autosize All Columns, Group By and Reset Columns.

  • Pin Column: Pin the current column to either the left (first column) or right (last column) of the grid. By default, there is No Pin.
  • Autosize This Column: Expand the current column to show the entire header and listed information.
  • Autosize All Columns: Expand all columns to show the entire header and listed information.
  • Group By: Columns can be grouped by the current column information. A count will be added to show how many items exist within the group.
  • Reset Columns: Resets any changes made to the grid/columns and display the original Queue results.

Filter: Allows for all results to be selected or specific results.  The Search option allows the list to be narrowed down easily.

Include: Allows a column to be removed from the grid view by removing the check mark associated with the column name.  The Search option allows the list to be narrowed down easily.