Billing Schedule

Billing Schedule - Bill NOW with Portfolio Filter

This new feature now allows the User to select one or many Portfolios from the drop-down menu as shown below, and then execute only Billing Rules for the selected Portfolios.  

The workflow for the Bill Now button has been adjusted and will now work as follows:

  • Select one or more Portfolio Filters - If none is selected, ALL Portfolios will be selected by default
  • Click Bill Now button on the top right -  A confirmation window will be shown with all the Billing Rules for the selected Portfolios (See the example below)
  • A warning will be displayed in RED (see example below) to indicate that the portfolio filter is applied and which portfolios will be billed
  • When the Confirm All button is clicked, the associated Audit Trial entry will also include the selected Portfolios that were billed

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