Web Portal - Assigning a Billing Schedule to an Office

This article demonstrates how to assign a Billing Schedule to an office using the Office Management tool in CrossLink 1040. 

Follow the instructions below to assign a billing schedule to an office:

1. Log in to the CrossLink Web Portal using the main Account Code.
2. From the top menu, select Office Management > Manage EROs/Office Setup.
3. Click Edit next to the office to be assigned a billing schedule and the ERO Setup page will open.
4. Click the Edit or View button next to Billing/Fee Information, in the Billing Schedule drop-down list, select the billing schedule to be assigned to the office.
5. Click Save and Continue then Publish to queue the change at the Central Site.

🖐  Note: The setting will be received the next time the office connects to the Central Site.