Billing Concepts

Introduction to Billing

Learn the basics and workflow for Tamarac Reporting billing.

Understanding Billing Groups

Learn how to create and effectively use billing groups in Tamarac.

Understanding Billing Definitions

Learn how to create and effectively use billing definitions for Tamarac.

Billing Statements

Learn about features and setup for creating billing statements in Tamarac.

Payment Details

Learn about features and uses for the Payment Details page, including manual reconciliations.

Billing History Report

The Billing History report shows the time periods, adjustments, paid amounts, and billing amounts for each portfolio. On this page you can delete billing history, start an auto-reconciliation and more.

Understanding the Difference Between Billing Groups and Reporting Groups

Learn about the differences between billing groups and reporting groups and best practices for group configurations.

Understanding Prorations

Learn about the different types of prorations offered in Tamarac and when to use them.

Understanding Billing Inception Date and Closed Date

Learn about the why you would use the Billing Inception Date and Billing Closed Date.

Impact of Changing Billing Definition and Billing Statement Settings

See some real examples of how changing billing definition settings and billing PDF template settings impact what you see on billing statements.

Common Billing Questions

Learn the answers to the most commonly asked questions about Tamarac Reporting billing.