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Lumen help

Adding a node to a hierarchy in Bill Analyst

After you create a hierarchy, you add nodes to it using the Tree Builder tool.

The nodes represent your organization’s divisions, departments or other cost centers; they’re the children of the topmost node. Give each node a descriptive name and corresponding general ledger (GL) code (you can edit a node description later if you need to).

 

You’ll need to assign accounts and services to the nodes; you can also split services between nodes to assign costs across multiple groups that share a service. Move nodes or remove branches (nodes) when your organizational structure or reporting needs change.

Make the hierarchy you want to edit the active hierarchy when you open Bill Analyst.

To add a node to a hierarchy:

  1. From the main menu, select Billing > Invoice Management.
Invoice Management
  1. From the list of accounts, click the blue hyperlink for the account you want to work with.
Bill Analyst (showing Home tab)
  1. Click the Setup tab.
  1. In the Hierarchies box, click Tree Builder.
Hierarchies (showing Tree Builder tab)
  1. In the Node field, type the top level department.
  1. In the GL code field, type the GL code for that department or division.
  1. Click Add Nodes.
  1. Continue building your organizational tree by selecting a parent node for additional departments.