Overview
Use this job aid to reconcile/close a budget billing agreement.
To edit an agreement:
- From the Toolbar, click Accounts Receivable.
- From the Accounts Receivable menu, select Budget Billing, and then select Budget Billing Agreements.
- Select Reconcile/Close An Agreement.
- 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.
- Click OK.
- Select the agreement you want to reconcile/close, and then click Select.
- At the Account in Balance. Reconcile this Agreement? prompt click Yes.
- 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