PAC - Billing Periods Tab (SU)
Overview
The ‘Billing Periods’ tab of the Parent Accounts Setup program is used to define the billing periods used to reflect the billing cycle used at your school, i.e. term-based (at the start of each term).
Important!
Before using this tab, ensure the Years and Periods are set and activated for ‘Parent Accounts (Fee)’ for the period you want to create or modify in TASS.web Finance > General Ledger > Setup Information > Years and Periods.
Important!
The number of periods defined on the ‘Billing Periods’ tab must match the ‘number of billing periods’ defined in TASS.web Finance > Parent Accounts > Setup Information > Parent Accounts Setup on the 'Parameters' tab.
When you open this tab, the 'Billing Periods Grid' displays the billing periods set up in your system, including the period number, description, start date, end date, and current status. The Action column lets users view, edit, or delete billing periods.
Adding a Billing Period
To add a new billing period, click the 'New Period' button to display a blank 'Billing Periods' screen.
Fields that require further explanation | |
Period # | The period/term number for this billing period. |
* Description | A unique description for this billing period. |
* Start Date | The start date for this billing period. The start date for each period would normally be the start of the week in which auto-billing is to be generated OR the first day of the new term. |
* End Date | The end date for this billing period. Important! Do not leave any gaps in the start/end dates defined for each consecutive billing period. The billing periods must also cover the whole year from the 1st of January to the 31st of December. |
Current Indicator | Yes/No flag indicating whether this billing period in current (i.e. today's date falls within the confines of the start and end dates). Important! This field must be updated at the beginning of each billing cycle. |
When satisfied with your entry, click 'Save' to commit your changes to the database, or 'Cancel' to return to the selection screens.
Viewing and Editing Billing Periods
To 'View' or 'Edit' a billing period, click on the associated link next to the relevant period.
Refer to the table above for more information about each field.
When satisfied with your entry, click on the 'Update' button to commit your changes to the TASS.web database.
To delete a Billing Period, select ‘Delete’ from the Action column of the Billing Periods Grid.