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Run Pre-Billing Audits

Contents

Introduction

Run Pre-Billing Audits

 

Introduction

Before you create invoices and bill clients, it's a best practice to ensure billing accuracy by identifying:

These are the steps for auditing billing group membership before running billing, one step in the billing workflow. For more information on the overall workflow, see Workflow: Run Billing.

Run Pre-Billing Audits

To complete this step:

  1. Create pre-billing audit saved searches.

  2. Run each saved search on the Accounts page to identify accounts not assigned to a billing group and accounts assigned to more than one billing group. For more information, see Accounts Page Actions, Views, and Filters.

  3. Resolve the issues identified by adding unassigned accounts or removing accounts assigned to multiple billing groups. For more information, see Understanding Billing Groups.