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Use the Do Not Bill utility

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The Do Not Bill utility in NX replaces the CS functionality where the ability to mark services as "Do Not Bill" was contained in the Billable Client Services report. In NX, there are no more utilities available via Reports. 

  1. Go to Finance > Utilities > Do Not Bill Utility
    OR
    Go to Agency Setup > Agency > Agency > Do Not Bill Utility
  2. Select applicable filters.
    Note:  For fields with dropdowns, you can make more than one selection. Then you can use the dropdown to see a list of what you have selected for the report. You can also remove selections from these lists.
  3. Select Search.
  4. In the results, each service line returned has a Mark as 'Do Not Bill' checkbox.
    • If the box is not selected, the service is not flagged to not bill yet.
    • If the box is selected, the event has already been marked as Do Not Bill.
  5. For the service(s) you want to mark or unmark as Do Not Bill, select or clear the checkbox or use the Select All option to select all services.
  6. Select Save.
    Result: The services you checked / unchecked are now saved with the appropriate Do Not Bill event log flag.