Reconciling/Closing an Agreement

Overview

Use this job aid to reconcile/close a budget billing agreement.

To edit an agreement:

1. From the Toolbar, click Accounts Receivable.
2. From the Accounts Receivable menu, select Budget Billing, and then select Budget Billing Agreements.
3. Select Reconcile/Close An Agreement.
4. In the Name Id box, click Lookup or type * and press Enter, and then select the name id you want to edit a budget billing agreement for, or type the name id that you want to edit a budget billing agreement for.
5. Click OK.
6. Select the agreement you want to reconcile/close, and then click Select.
7. At the Account in Balance. Reconcile this Agreement? prompt click Yes.
8. At the Close This Agreement? prompt, click Yes.

Learn more about Budget Billing feature:

• Adding an Agreement
• Viewing an Agreement
• Editing an Agreement
• Generating Recurring Invoices
• Enter a Manual Recurring Invoice against Agreement
• Reconciling/Closing an Agreement
• Printing the A/R Budget Billing Report
• Printing the A/R Budget Billing Report with Invoice Detail
• Budget Billing Detailed Instructions
• Budget Billing Instructions