Billing Policy Review Overview and Management

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Overview

The Billing Policy Review allows you to view all billing policies according to their Policy Type and status.

Prerequisites

  • Access to the Admin tab in the menu.

Steps

Location

  • Click on a Menu button, select the Admin tab, and choose Billing Policy Review.
  • Alternatively, click on the Admin button within the Menu Bar.

Panel

  • Policy Type dropdown: Allows you to narrow the display to a selected policy type. By default, all Policy Types are displayed.
  • Status: Select a specific policy status (e.g., Active or Pending). By default, Active is displayed.
  • A total count of billing policies is displayed at the top of the panel.

Columns

  • Client Name: Displays the client (or Business) name assigned to the Billing Policy.
  • Rez/PO #: Displays the reservation number or the Account/PO # number assigned to the billing policy.
  • Reservation policy types display the reservation number.
  • Account policy types display the PO # if entered; otherwise, the column is blank.
  • Start: Start Date of the billing policy.
  • End: End Date of the billing policy.
  • Unit #: Unit # assigned to the billing policy. Displays "Unassigned" if the destination is Account.
  • Last: Last date that billing was processed for the billing policy. Displays "N/A" if none has been processed.
  • Next: Next Date of the Billing Policy.
  • Interval: Billing Interval set up within the billing policy.
  • Period: Time Period set up within the billing policy.
  • Charges: Total of the billing product rates to be charged for the next billing date.
  • Payments: (Recur Pay Policies only) Payment amount of the recurring payment policy.

Each column is sortable by clicking on the column header.

Panel Footer

  • Client Name: Displays billing policies by Client Name. Default display is by Client Name.
  • Unit # (Grid Position): Displays billing policies by Unit # Grid position. Select the radio button and click Refresh to sort by Unit #.

Billing policies with recent adjustments (processed or edited) are highlighted in yellow.

  • View Occupancy Changes Only: Displays policies with modified Occupancy Logs.
  • View Occupancy Changes Unmodified Only: Displays policies with unmodified Occupancy Logs.

The calendar on the right allows you to select the date of Occupancy Changes.

Panel Buttons

  • Add: Directs you to the Billing Policy Setup panel to search for the client and create a new billing policy. If an existing policy is selected, the new policy is assigned to the selected Client Name.
  • Edit: Allows you to edit a selected billing policy. Directs you to the Billing Policy Setup panel for edits.
  • Guest Folio: Directs you to the reservation’s Guest Folio.
  • Account: Directs you to the attached Account Receivable account.

Troubleshooting

  • Ensure you have the necessary permissions to access the Admin tab.
  • Verify that the correct policy type and status are selected if policies are not displaying as expected.
  • Check for recent adjustments if policies are highlighted in yellow.