Default Bill Group Setup
Last Modified on 04/13/2026 7:56 am PDT
Pathway: Setup > Account > Default Bill Group
Default Bill Group Setup provides a way to assign an existing Bill Group as the default bill group for a given Division and Account Class.
Field Descriptions
Field | Description |
| ID | System provided unique identifier for a Default Bill Group.
|
| Division | Predefined Division of an account used to separate business units, geographical regions, or different companies operating under the same account.
|
| Account Class | Predefined Account Class of an account used to categorize accounts and define default settings.
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| Default Bill Group | Predefined Bill Group to be assigned to the Account if the Division and the Account Class are selected when creating a new account.
|
Add a Default Bill Group
To add a Default Bill Group, use the following steps. Once created and active, it will be available for selection in drop-downs and filters within the system.
- Click the green + icon to display the Create Default Bill Group editor.
- Select a Division from the drop-down.
- Select an Account Class from the drop-down. Only those account classes associated with the selected Division will populate in this list
- Select a Bill Group from the drop-down. This will set that bill group as the default bill group for that Division/Account combo.
- Click Save when finished.
Edit a Default Bill Group
To edit an existing Default Bill Group use the following steps.
- Double-click the row of the Default Bill Group to modify. This opens the Update Default Bill Group screen.
- Use the drop-downs, to change the Division,Account Class, and/or the Default Billing Group.
Click outside a field to auto save changes.
Application of Default Bill Groups
After a default bill group has been set up, it can be used when creating a new account or updating the Division and Class of an existing account. If the Division/Class has a default bill group assigned to it, then the Bill Group field will auto-populate.
Permissions
The following permission is required to view, add and edit the Attachment Type Setup screen:
| Permission ID | Permission Name |
| 23 | Setup \ Account |
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