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Search Past X Days Past Billing Date

This billing history report setting allows you to choose the number of days past the billing date that you want Tamarac Reporting to search for management expense transactions that match the billing statement amount. The default number of days is 90. When management fee transactions are found that match each account, Tamarac automatically updates the payment status to Paid.

You'll see this setting when you choose Auto-Reconcile from the actions list.

For more information about billing reconciliation, see Run Billing Reconciliation.

For more information about the billing history report, see Billing History Report.