Skip to main content

Billing Periods

Before adding a transaction you will need to create at least one billing period. If you do not require billing periods, we suggest creating a placeholder period, for example 1111-11, and entering all transaction into this placeholder.

To access billing periods, choose the cog icon cog at the bottom of the left hand menu to access the settings register. Then click Billing Periods to open the Billing periods section.

On mobile, first click the hamburger menu icon Menu in the top left of your screen then follow the instructions above.

Adding a new billing period​

  • Enter the billing period in the format YYYY-MM
  • Toggle the period to Active if required (only active periods appear in new allocations or dockets)
  • Click the ADD button to save the new billing period
Add new billing period​

Add item

Disable/Enable billing period​

Disable​

  • Click the menu icon dots-v at the end of the corresponding billing period line and choose Disable.

Enable​

  • Click the menu icon dots-v at the end of the corresponding billing period line and choose Enable.

Delete billing period​

  • Click the menu icon dots-v at the end of the corresponding billing period line and choose Delete.

WARNING: No confirmation will given, the billing period will be deleted immediately.