How do I change a Charge Code's revenue grouping in Apex?
In order to change the Charge Code revenue grouping the below steps need to be followed:
1. Charge Codes
Changing the Charge Code revenue groupings will mostly affect the placement of the codes on the Front Office Revenue Report.
- Navigate to Administration -> Front Office Codes -> Charge Codes.
- A list of all the Charge Codes will be shown. Select the Charge Code that needs to be changed and click on the "Change" button.
- At the bottom of the Charge Code details the "Revenue Group" section will be present. Select the revenue group you wish to change the charge code to and select the "Save" button to finalize the change.
- This will apply the change from today onwards, but the past reports will not be changed and will still reflect the old setup.