Creating billing fund accounting rules

  1. Sign in as a Billing Administrator and select Fund Accounting Rules.
  2. Click Create.
  3. Specify this information:
    Priority
    Specify a number for the priority of the rule relative to other fund accounting rules.
    Name, Description
    Specify a name and description for the fund accounting rule.
    Distribution Rule
    Select the distribution rule that will apply to the fund.
    Finance Structure
    Select the finance structure elements for the fund accounting rule.
  4. Click Save.