Step 1: Quarter End Dashboard

Complete before month end

  1. Launch the ‘Quarter End Dashboard’ app > New Dashboard:
    • Select Period: Quarterly or Monthly, depending on whether you bill 4 or 12 times each year
    • Title = Any name you’d like ("2020Q1")
    • Start Date = the first day in the period (Q1 = 1/1, Q2 = 4/2, etc)
  2. Once inside the dashboard, you’ll see a target date in the header. That date indicates when Orion will be trying to complete your reconciliation.
  3. Review each line item of the dashboard > click the blue link if needed to examine in detail > click ‘QE Process Manager’ to return to the dashboard after finished reviewing > click the green ‘Sign Off’ button for each line item
  4. You can leave the dashboard at any time and return later if unable to complete all of the sign offs in one sitting.
  5. Note that some line items are more important than others. For example: ‘Active with Zero Balance’ accounts do not usually indicate a problem, whereas ‘Inactive Not Zero’ shows that an account was not closed properly. Also, some line items, such as ‘Missing Management Style’ may be completely irrelevant if you do not use management styles.
    • You can add additional line items to your dashboard using the actions button in the top right corner, and you can rearrange Orion's items. But, unfortunately, you cannot delete any of Orion's original items.
    • The Options and Settings section compares your dashboard to the prior period, so this is not useful on your first run. Additionally, Orion often adds new functionality/settings to the database, so you can ignore any changes like where the ‘previous’ setting is blank.
  6. The last green sign off button is for Orion Recon to complete on/around your target date. After that is completed, you will typically receive an email from Orion indicating that your recon is complete and your dashboard is signed off. At that point, the red ‘Sign Off’ button is activated for you to complete the dashboard and then begin launching the billing wizard via the blue launch button at the bottom of the dashboard.