Datagate: End of Month Procedures
Written by Marissa Orsini
Updated at March 12th, 2024
Table of Contents
Before You Begin
- Have you checked the exceptions report and are happy with the results?
- Have you added all one-off transactions?
- Do you need to update pricing on your rate cards and/or pricebooks?
If you have not answered yes to any of these questions, please go back to them before proceeding.
Check Usage for the Month
This is a review of the usage transactions for the month that are to be invoiced to ensure the records are complete and rated correctly.
Generate and Email Invoices for the Month
Export Invoices