PAC - Billing Periods Tab (SU)

Billing Periods Tab Overview

This is the program 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).

Adding a Billing Period

To add a new billing period, click the 'New Period' button to display a blank 'Billing Periods' screen.

When satisfied with your entry, click the 'Save' button 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.

When satisfied with your entry, click on the 'Update' button to commit your changes to the TASS.web database.

Important!

The number of periods defined here must match the number of billing cycles defined in Finance > Parent Accounts > Setup Information > Parent Accounts Setup on the 'Parameters' tab.

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.