Renaming Billing Cycles

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Current revision (13:43, 24 October 2012) (edit) (undo)
 
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#Open Mercury Administration.
#Open Mercury Administration.
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#Double-click the '''Accounting''' folder.
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#Double-click the Accounting folder.
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#Double-click on '''HouseAccount'''.
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#Double-click on HouseAccount.
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#From the '''Billing Cycle''' list, select the billing cycle you want to rename.
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#From the Billing Cycle list, select the billing cycle you want to rename.
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#Click '''Rename'''.
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#Click Rename.
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#Enter the new name for the billing cycle and click '''OK'''.
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#Enter the new name for the billing cycle and click OK.
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#Click '''Apply'''.
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#Click Apply.
You will be informed that you must restart FTD Mercury to apply the changes. Once you do so, your billing cycle name change will be effective.
You will be informed that you must restart FTD Mercury to apply the changes. Once you do so, your billing cycle name change will be effective.

Current revision

This information applies to FTD Mercury X2 Fall and later versions.

You can rename your billing cycles to help you create statement batches for specific account types (such as businesses, personal accounts, etc.). By default, billing cycles are named based on frequency (monthly, weekly, daily, etc.). However, it is easy to change these names in Mercury Administration to better suit your workflow.

To change a billing cycle name:

  1. Open Mercury Administration.
  2. Double-click the Accounting folder.
  3. Double-click on HouseAccount.
  4. From the Billing Cycle list, select the billing cycle you want to rename.
  5. Click Rename.
  6. Enter the new name for the billing cycle and click OK.
  7. Click Apply.

You will be informed that you must restart FTD Mercury to apply the changes. Once you do so, your billing cycle name change will be effective.

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