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Add / Edit / View History for Tasks
Bills that require attention are automatically assigned Tasks. Completing Tasks timely gets your Bills worked and processed quickly and efficiently!
By default, DaisyBill assigns Tasks to the user who created the bill. But you can increase efficiency by editing assigned users or due dates, adding comments, or viewing Task History. To automatically set Task Assignment Preferences, see the Help Article: Task Preferences.
Remember to keep Bills moving by working through your Tasks every day!
Here’s how to manage the Tasks:
Step 1. From the Bill Page, manage Tasks from the Action Bar
The color of the Task icon indicates the age of the Task.
- Green indicates the Task was assigned less than 30 days ago.
- Yellow indicates the Task was assigned between 31 and 60 days ago.
- Red indicates the Task was assigned more than 61 days ago.
Step 2. To change the Assigned User, select from the dropdown menu
Step 3. To change the Due Date, select from the calendar
Step 4. To add a ‘Task Note’, click ‘Add Task Note’
Task Notes are optional, but recommended for recording additional Task information.
Step 5. To view ‘Task History’, click the ‘Task Note’ balloon
This displays all edits and Task Notes made to Task.
This information is also available on the Bill History page.
Billing just got even easier!