Billing Reconciliation Report
The Billing Reconciliation Report allows you to compare the calculated fees from the Billing Engine with the actual fees that were deducted from the account.
To view the report, navigate to Run Business > Revenue > Reports and select a billing period from the drop-down. Only locked billing periods are avaliable.
- For accounts that have a different account designated to pay the fees, the report checks the designated account for the fee transaction.
- For setups using Advance Billing with adjustments, the advance amount and adjustments are netted together for the Fee Amount displayed on the report.
- To download the report for a particular closed billing period, click
and select . When the export is prepared, a pop-up in the upper right will appear with download links.
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