Documentation Index

Fetch the complete documentation index at: https://help.idibilling.com/llms.txt

Use this file to discover all available pages before exploring further.

IDI version 26.8 is now available.  Click here for details: IDI Updates.

Data Management Overview

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The Data Management application in Admin Console lets you configure data tables for items such as account statuses, rate periods and usage types, specifically for your organization. These data tables determine the contents of many of the drop-down lists in the IDI Desktop Client.

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Note

IDs are generated by the system when you click Save. Sort, Filter, Find, and Export are inactive. A folder displaying a gray server indicates a folder created by IDI Billing Solutions. Sort, Filter, Find, and Export are active.

Tables

The tables are listed alphabetically. Click the alphabetic range to see the tables available for that range:

How to Use the Tables

For guidelines on working with tables, see Working with Data Management Tables