Step 4: Final Cleanup

 


This is the final step, and this assumes you completed your quarter-end dashboard right before the period ended.


  1. Proceed to the ‘Billing Audit’ app to review any last minute Household or Account additions that appeared between your dashboard review and month-end.

  1. Mark new households as 'Ready to Bill'

  1. Assign Fee Schedules to new Accounts and confirm their Bill Style, Valuation Method, and Bill Frequency.