Generating and Processing Billing Events on the Billing Event Generation Tab

Use this tab to generate billing event batches in bulk at the region, practice, or group level and release them for invoicing at the batch or billing event level. You can also select the records that you want to include, such as timecards, expenses and miscellaneous adjustments.

Multiple users can generate or release billing events concurrently. However, you cannot release a billing event when another user is generating a billing event, and vice versa. You cannot delete or remove billing events when another user is generating or releasing billing events.

Generating Billing Events

To generate billing events:

1. Click the Billing Event Generation tab.
2. Select the time period for which you want to generate billing events.
3. Optionally, select Include prior periods to generate billing events for periods prior to that selected.
4. Depending on the configuration that your administrator has chosen, you can select a sub-region, -practice, or -group to generate billing events for. The top-level RPG is selected when you load the page.
   Note:

   Your administrator can change whether regions, practices, or groups are displayed on the page by defining the value of the unitType setting.
5. Optionally, enter the account or project that you want to generate billing events for.
6. Select or deselect the checkboxes for the records that you want to include or exclude when generating the billing event.

   When you have generated a billing event, the checkboxes revert to the defaults that your system administrator has set.

7. Click Generate to generate billing event batches for each account that meets your selected criteria. Click Schedule to schedule a batch job to run at a future time. See Scheduling Billing Events.

   The progress of all batches that are currently processing is shown in the Processing Status section at the bottom of the tab. The progress is updated every five seconds.

   Successfully generated billing events are displayed in the Process Billing Events section, ready to release.

   A Details column in the processing bar status displays information for your billing event selections.

8. Check the new billing event batches, projects, and line items:
• Process them when you are ready to release the billing events and batches to a financial system.
• If you do not want to release a billing event or batch to a financial system, see Removing Billing Events and Batches.

Releasing Billing Events

To release billing events:

First, generate some billing events to process as described in the preceding steps.

1. In the Process Billing Events section, you can filter the billing events and batches to be displayed. For more information, see the Process Billing Events fields.
2. Select the billing events and batches that you want to release.
3. Click Release.

   The progress of all batches that are currently processing is shown in the Processing Status section at the bottom of the tab. The progress is updated every five seconds.

   Billing events that are successfully released are removed from the list in the Process Billing Events section.

Alternative: To release billing events on the Billing Events tab:

1. On the Billing Events tab, select the billing event that you want to release.
   Tip:

   At this stage you can remove items that you do not want to release. To do this, expand the billing event batch that you want to remove items from using the icon, select the items that you want to remove and click Remove.
2. Click Release.