Setting Up Bill Cycles

An account may reference a bill cycle. The bill cycle defines the schedule for cyclical billing of its accounts. To define a bill cycle and its bill cycle schedule, open Admin Menu > Bill Cycle .

Description of Page

Enter a unique Bill Cycle and Description for every bill cycle.

Use the Bill Cycle Schedule collection to define when bills are produced for the accounts in a given bill cycle. The following fields are required for each instance:

Window Start Date

Specify the date on which the system should start trying to create bills for accounts in the cycle.

Window End Date

Specify the last day on which the system will create bills for accounts in the cycle.

Accounting Date

Specify the financial date associated with the bills' financial transaction. The accounting date defines the financial period(s) to which the bills will be booked in your general ledger.

Freeze and Complete

Turn on this switch if the system should freeze and complete any bill that is created without errors. If this switch is turned off, all bills created by a cyclical billing process should be left in the unfinished state. You would only turn this switch off if you want to verify an entire bill run prior to freezing it (e.g., if you are introducing a new version of a rate). If you turn this off, you will need to return to this page after verifying a bill run and turn it back on for the taxpayers to receive bills. When the cyclical billing process next runs, it should delete all unfrozen bills and recreate them as per the instructions on the bill cycle schedule.

Where Used

Follow this link to open the data dictionary where you can view the tables that reference CI_BILL_CYC.