Ideal Online Documentation

14252 T/B PROCEDURES
TB1-03 Day to Day Processing

 

SUMMARY

 

The programs in the time billing module are typically used as follows:

  • As required.
  • Once a month (end of period).

 

AS REQUIRED

 

The following programs are used on an "as required" basis:

  • Time Entry (see 14182 TIME).
  • Disbursements Entry (see 14173 DISBURSEMENTS ENTRY).
  • Automatic Bill Processing (see 14168 AUTOMATIC BILL PROCESSING).
  • Manual Bill Processing (see 14176 MANUAL BILL ENTRY).
  • Pro-Rated Adjustments (see 14166 PRO-RATED ADJUSTMENTS).
  • Time & disbursement Adjustments (see 14167 TIME & DISBURSEMENT ADJUSTMENTS).
  • Reports.
  • Inquiries.
  • Maintenance programs.

 

MONTHLY

 

The following programs are typically used for end of period processing:

  • System Balancing Test (see 14341 SYSTEM BALANCING TEST).
  • Month/Year end processing.
  • Billing reports.
  • Productivity reports.
  • Month End Purge (see 14178 MONTH END PURGE).