! Important Tip !
Use the % (percent sign) in any filter field to populate the multi-select box with all available items.

The Primary Billing Manager  filter fields can be used to narrow down which user will be identified as the Primary Billing Manager.  By default, no values are available, thus you must use the filter options and click on the filter icon () to populate the list of users in the drop down.  Once you have values displayed, you can select the desired person.

This field is not required.

Data Security -- The set of users that may be included in the drop down list includes any active users having the billing manager role.

The options available to refine the items included in the drop down list include:

Org Code and Last Name Filter Fields


Also, for more complex searching:

Learn more about using Wildcards in your filter criteria (e.g. % for all)

Learn more about comma separated lists


Note that after making any changes to the filter criteria, you will need to click on the filter icon () or enter to re-populate the drop down selection list.