How to Add Transactions after the Finalization Date
The Billing Center allows the user to manage their billing programs and reports in one location. Users can obtain valuable information at a quick glance, and work with multiple billing programs at once.
The Billing Center view displays a list of all active Billing Programs. The view can be filtered by:
No Schedules: displays all Billing Programs that do not currently have Schedules attached, regardless of whether Schedules are or are not enabled. This filter is useful when working with legacy Billing Programs (i.e. those that do not have Schedules enabled.
Schedules Enabled: displays all Billing Programs that have Schedules enabled and Schedules attached.
Schedules Suspended: displays all Billing Programs that have Suspended Schedules.
Programs with Billing Errors: displays all Billing Programs that are complete, but had errors during a billing.
The clock icon to the left of the Billing Program name indicates the status of the Program's Schedules.
Billing Program has Schedules
Billing Program has run out of Schedules
Current Schedule has been suspended
The following Batch information is also displayed for each Billing Program:
Batch(s): displays the following information for each Batch associated with the Schedule:
1. Batch Number
2. Batch Status: CBA will display In Progress if the Batch is still open, and Finalized On MM/DD/YYYY if the Batch has been finalized and is no longer open.
3. Finalize link: allows users to finalize the batch prior to the scheduled finalization date.
Please exercise caution when using the Finalize Button. For example, if you have sent your bill out for approval, please double check the bill in CBA upon approval to ensure you are finalizing the correct bill. If more than one day has passed between the time the bill was sent out and the time it was approved, the bill may contain additional items because Billing Automation runs nightly.
Last Run: the date the billing was last run. The date refers to both automated and manual billings.
Status: the status of the current schedule. The Status can be one of the following:
Waiting: billing is waiting to begin.
Starting: billing is starting.
Running: billing is currently running.
Complete: billing is complete.
Failed: billing failed and was not able to complete.
Complete (but empty): billing completed, but there are no transactions in the Batch.
Cancelled: billing has been cancelled.
Complete with Errors: billing is complete, but errors during the billing.
The status of a billing is displayed in the Status column next to the corresponding Billing Program.
Current Billing in Progress
Clicking the empty area on any Billing Program's row will open the Actions Menu. The items on the Actions Menu vary depending on whether the Billing Program has schedules.
When Schedules are enabled, the following actions are displayed:
View Bill: allows the User to view and export a billing report based on the current Batch.
Run a bill through...: causes the Billing system to bill through the current Schedule's effective date.
Advance to next schedule and bill through...: causes the Billing system to finalize the current Batch, advance to the next Schedule, and bill through the next Schedule's effective date.
Finalize: allows users to finalize the batch prior to the scheduled finalization date. Provides the same function as the Finalize link.
Suspend Schedule: suspends the current Schedule, preventing the Billing system from generating transactions.
When Schedules are not enabled, the following actions are displayed:
Reports: access the Billing Report Wizard to product a billing report.
Billing Wizard:access the Billing Wizard to run a client billing