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Billing Closed Date and Check Billable Value (Accounts)

Use this account setting to designate what date you want to use for the billing closed date.

To set the billing closed date:

1. On the Accounts page, click Accounts.

2. Click the account you want to set the billing closed date for.

3. On the Settings tab, click Billing.

4. Enter Billing Closed Date. When you enter this field, you have the following options:

   • Enter a manual closed date.Type or choose the calendar date you want billing to end on. When you compute dates, you can click the Check billable value link to search for the last billable value. You can then enter the adjusted date in the Billing closed date box.

   • Auto-generate the closed date.Select Auto-generate date to have Tamarac Reporting automatically compute the billing closed date so you won't have to worry about a misalignment of billing closed dates and the performance closed dates used on your billing statements.

For more information on setting the billing closed date, see Set an Account's Billing Inception Date and Closed Date. For more information about billing statements, see Billing Statements.

For more information on editing accounts, including how to navigate to this panel, see Maintaining Accounts.