Copy Direct Bill Entry Statement Walk-through

In AMS360 you have two ways that you can get to the Copy Direct Billing Entry Function.

  • Company Center
  • Financial Center
  1. Start out by selecting a company, right click the company and click on Open in new window

  1. Under the Actions tab click on Direct Bill Entry

  1. In Direct Bill Entry enter a new Statement Date and click on Create Statement at the bottom

  • Direct Bill Details will auto populate and you will be able to view information at the bottom of the Direct Bill Entry Screen.
  1. Edit as needed
  2. Click on Ready to Post

  1. Under the Views tab click on Direct Bill View

  1. Select a former statement and click on Copy Direct Bill Entry

  1. In Direct Bill Entry enter a new Statement Date and click on Create Statement at the bottom

  • Direct Bill Details will auto populate and you will be able to information at the bottom of the Direct Bill Entry Screen
  1. Edit as needed
  2. Click on Ready to Post