Pre-selecting an account for billing

If you want to ensure that an account is included in the next bill run, you can pre-select it. You can then create bills for all pre-selected accounts by selecting the Use Pre-selected Accounts check box when you create a bill run.

To pre-select an account, click the Pre-select for Bill Run link under Account on the Maintenance tab, or in the Quick Links panel on the Summary tab. You can also use the Pre-select for Interim Bill Run link to include the account in the next interim bill run. The account will be included in the next interim bill run, or in the next CDR or utility bill run for which you select the Use Pre-selected Accounts check box.

When you pre-select an account Infor Public Sector also changes the "pre-select" link to Un-select for Bill Run or Un-select for Interim Bill Run. If you don't want to include the account in the next bill run, you can un-select it by clicking this link.