Documents makes it easy to add Supporting Documents to a Bill.
The Bill Documents section stores common supporting documents, such as W-9s, testing standards, and IBR Decisions for easy copying to a Bill. For more information about searching for IBR Decisions, see the Help Article: IBR Decisions Page Explained.
Step 1. On the navigation bar, click ‘Settings’, then click the name of the Billing Provider
This will navigate directly to the specified Billing Provider.
The Billing Provider Settings feature is limited to users with the Role of Administrator. For daisyBill accounts with multiple Billing Providers, daisyBill maintains separate Bill Documents for each Billing Provider.
Step 2. Click the ‘Billing Documents’ tab
Step 3. Click the ‘Add Document’ button
Step 4. Enter the ‘Document Description’ and the Document Type
Create a naming convention which allows easy identification of the Documents stored in your library.
The default Report Type is OZ-Support Data for Bill. In the Report Type drop-down list, select the most accurate Report Type.
If you wish to automatically attach this document to all new Bills, toggle the corresponding button.
Upload the file by clicking ‘choose file(s)’, or drag the file(s) in.
Step 5. Click ‘Upload’ to finalize adding the document to your Library
Step 6. To delete a document from ‘Documents,’ select the Document and then click the trash can button
No more hunting for documents!