Roll Over Recurring Billing Items

Use the Roll Over command to copy recurring billing items into the next fiscal year. Note: The next fiscal year must be open in the system for this feature to be available.

Rollover recurring billing items

  1. Select Recurring Billing Items from the Receivables > Accounts Receivable menu, and the Recurring Billing Items window opens.

  2. Check the box(es) beside the billing item(s) you want to roll over to the new fiscal year, and click Roll Over. The Recurring Billing Items Rollover popup opens displaying the cycle into which the items will be rolled.

  3. Confirm the next cycle, and click Roll Over. The selected recurring billing items will be copied to the new fiscal year, and the Results window will open.

  4. Click Close after reviewing the results.

 

Return to Receivables Overview

Return to Fiscal Year End Rollover Checklist