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Adding Counting Rules

Last Updated: Feb 02, 2021
  1. Under the Counting Rule heading on the left click the (emoji) icon

  2. Under the Counting Rule heading on the right enter the counting rule details (see the edit counting rule panel section for details on each field)

  3. Depending on what you have selected in the Applies To field click on either the Package(s) or Service(s) tab

  4. At the bottom of the tab click in either the Select Package or Select Service field

  5. Type the name of the package/service you wish to count and if applicable the frequency and statuses you wish to count (e.g. Package 1, monthly frequency, only billable and pre-active statuses)

  6. Repeat the process to add additional packages/services to be counted

  7. Click Save