The Bill Sections feature allows users to organize, manage, and customize different sections of a bill after it has been processed through the Dataset Input feature. When a bill or a sample is uploaded and processed, the system automatically detects and displays the bill sections, enabling users to structure the information in a way that enhances clarity and usability.
To perform actions such as renaming, deleting, or adding subsections inside, follow these common steps:
Hover over the section you want to modify.
Click on the Ellipsis (⋮) icon to open the menu.
Select the required actions such as Rename, Delete, Add Section Inside.
Adding a Section
Users can manually add new sections to categorize bill components effectively. This helps in structuring the bill layout in a way that aligns with business or customer requirements.
Renaming a Section
Users can modify section names to ensure clarity and consistency. This is particularly useful when adapting terminology to match customer preferences or industry standards.
Deleting a Section
If a section is no longer needed, users can remove it. If a section is deleted, an undo option is available to restore it before the project is saved.
However, once the project is saved, the deleted section cannot be recovered, so users must review changes carefully before saving.
Adding a Subsection (Nested Section)
Users can create subsections (second-level sections) inside an existing section. If a section already has a subsection, users can add more subsections at this level.
However, a third-level section cannot be created, nesting is restricted to only two levels to maintain readability and prevent excessive complexity. There is no limit to the number of subsections that can be created at the second level.
By structuring bill sections effectively, users can enhance readability and improve the presentation of billing details, ensuring a better user experience when analyzing charges and bill components.