A PDF containing step-by-step instructions with pictures is available to view or download at the bottom of the page.
The Queue Assigned Report is an interactive report. It displays the Charges that are assigned to a specific User, or the Charges that were processed by a specific User.
Run Queue Assigned Report
1. From the Data Mining section, hover over Billing and click Queue Assigned.
2. Set the Search Criteria and click RUN REPORT.
· Use the CENSUS drop-down menu to select a specific Census.
· Use the BILLER drop-down menu to select a specific Biller. This displays Charges that are assigned to a specific User.
· Use the PROCESSOR drop-down menu to select a specific Processor. This displays Charges that were processed by a Specific User.
3. Results will display in the right-side column.
4. To print or download the report, click PRINT/DOWNLOAD.
5. Click PRINT or DOWNLOAD in the pop-up, as appropriate. Downloaded reports will export to an Excel CSV file. Printed reports will open in a separate tab for printing.
Manage Queue Assigned Report
1. To unassign or reassign a Charge, click anywhere on the row in the results area for the Charge you wish to adjust.
2. A pop-up will appear.
· OPTION 1: UNASSIGN AND PUT BACK IN QUEUE: This Option takes the Charge and places it back in the Billing Queue.
· OPTION 2: ASSIGN TO ME AND WORK: This assigns the Charge to you and takes you to the Billing Section to work.
· OPTION 3: ASSIGN: This allows you to assign the Charge to another User.