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Batch Control and individual dues billing

Billing on an individual or one-up basis works in a more traditional iMIS batch-processing environment. These billings are processed in a batch only if a batch control option is enabled on the AR/Cash Batch Control window. See iMIS Accounts Receivable and Cash Receipts for more information.

The accounting transactions generated by the individual billing process automatically go into any traditional active batch. If there is no active batch, the regular Open Batches window opens so that an open batch can be activated.

The batch verification process for an individual dues billing also validates that the active batch date matches the Run Date on the Process billing window.

Example: If the open batch does not match the Effective Date of the individual billing run, a message is displayed informing you that you must select an open batch whose Effective Date matches the billing run date. You can select either a batch where the batch date is equal to the dues billing batch, or override the dues billing Run Date to match the batch date.

After you have reviewed and accepted the billing data, all individual-billing transactions will be "hot posted" to facilitate the immediate printing of the renewal notice or initial bill.

Note: The Separate Posting Cycle Required option is ignored in the case of an individual or 1-up dues billing. Data will always be generated as if the option is disabled.

See Also

Using Batch Control with iMIS Accrual Dues

Batch Control and mass dues billing


ASI logo 10.5 Production Release. Updated 7/21/2005 11:34:12 AM
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