Assigning a Billing Scheme
NOTE: Before these steps are taken, a Billing Scheme must be created. See: How to Create a Billing Scheme For Management Dashboard
The following steps provide how to Assign a Billing Scheme to an Office in Management Dashboard:
1. Log into www.mytaxofficeportal.com using the main Account Code.
2. From the top menu, select Office Management->Manage EROs/Office Setup. The Manage Offices page will open.
3. Click the Edit ERO Button next to the office to be assigned a billing scheme. The ERO Setup page will open.
4. Click View next to Billing/Fee Information on the left.
5. In the Billing Schedule drop down list, select the billing scheme to be assigned to the office.
6. Click Save and Continue to save the changes.
7. On the left, click Publish ERO to queue the information at the Central Site.
The setting will be received the next time the office connects to the Central Site.
Article ID: 263
Created: Wed, Jul 27, 2016
Last Updated: Thu, Dec 29, 2016
Online URL: //kb.erosupport.com/article-263.html