Compass Billing Searches
Compass Billing » Searches
Step 1. Pick Classification
Step 2: Filter Entity: Select the variables to search within each group
- Profile
- Relationships
- Housing
- Discipline
Step 3: Search Compass Billing -Select the billing fields and custom field variables to search
Click Search
Once the results populate, you can:
- Save the search for later use
- Add +/- columns to add or take away data needed
- Export the search results in Word or Excel
- Actions:
- Compass Billing Contacts
- View Chapter Officers