Viewing Account Billing Detail

Viewing Account Billing Detail

Billing Detail shows the complete picture of how fees are calculated for any one account. This includes market values, exclusions, discounts, the complete calculation formula and which billing tiers the account fell under if applicable.

To view the report:

  1. Navigate to Run Business > Revenue.
  2. Select the billing period to view from drop-down on the Revenue Dashboard.
  3. In the Revenue Summary section, under Total Revenue This Period, click View More > Account Fee Collections.
  4. Search for or locate the account you want to see in the report grid. Click in the Details column at the head of the account row.

Note that if you select an incomplete period, the calculations on the Billing Detail page consider the previous business date the end of the period.

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