Quarter and Monthly End Review
Tasks that should be completed as a part of the Month and Quarter End process
- Best Practices: Checklist for Period-End
- Review Batch Performance
- 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
- XYIS Billing for your Orion Database