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Quarter and Month End Review
Tasks that should be completed as a part of the Month and Quarter End process
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Best Practices: Checklist for Period-End
Billing Timeline
Step 1: Quarter End Dashboard
Step 2: Mock Billing
Step 3: (Advance Billers Only) - Marking Cash Flows for Billing
Step 4: Final Cleanup
Step 5: Launch Billing Wizard
Step 6: Performance Reports and/or Client Bills
Review Batch Performance
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