Unlink a Managed Account

You can unlink (remove) a managed account from its relationship with a responsible account in a billing hierarchy.

Complete the following steps to remove the managed account from the responsible-manage relationship:

1. Select Customer Billing from the Gotransverse application menu .

   You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.

2. Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

   To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

   

   Customers Window

   Click the icon in the left pane to hide it. Click the icon to open it.

   You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.

3. On the Customer Summary window, select an account under the Accounts detail tab to open the Account Details window.

   

   Customer Summary Window

4. On the Account Details window, click the Managed Accounts detail tab.

   

   Account Details Window - Managed Accounts Detail Tab

5. For the managed account you wish to unlink from the responsible account, click the icon in the Actions column.

   

   Unlink a Managed Account

6. Click Unlink in the confirmation message window.

   

   Unlink Message Window

The account is removed from the list of managed accounts and is no longer a part of this billing hierarchy.

 

 

 

Topic updated: 07/2024.