How to Change a Billing Unit on Case Card

To change a Billing Unit on the Case Card, head over to the Details-view, under the Ownership and Acquisition section.

Click the 'Pencil'-icon to edit the Billing Unit.

The following dialog will appear, enter the name of the Billing Unit you want.

Select the Billing Unit you want from the drop-down dialog, and you are done.

Note:

1. Ensure that you are either a Case Manager, a Client Manager, a User with 'Assistant'-role, or a User with 'Administrator'-rights set up to be able to make changes.