Step 4: Final Cleanup
This is the final step, and this assumes you completed your quarter-end dashboard right before the period ended.
- Proceed to the ‘Billing Audit’ app to review any last minute household or account additions that appeared between your dashboard review and month-end.
- Mark new households as 'Ready to Bill'
- Assign fee schedules to new accounts and confirm their bill style, valuation method, and bill frequency.