Billing
      Back to home
      1. Compliance Publishing Support
      2. Affiliate Operations Portal
      3. Billing

      Can I enter a hard close date for Billing?

      AFFILIATE CAN ENTER AN OPTIONAL HARD CLOSE DATE FOR FINANCIAL TRANSACTIONS HARD CLOSE DATE INDICATES THAT ALL TRANSACTIONS MUST BE POSTED AFTER THAT DATE

      MM 09212022 1

      BILLING SETTINGS MENU
      MM 09212022 2

      HARD CLOSE DATE:

      ▪ Can only be changed by Super Admin
      ▪ Set to 8/31/2022
      ▪ All transactions must now be dated later than this date
      ▪ Helps ensure that previous, closed, financial periods cannot be changed
      MM 09212022 2

      HARD CLOSE DATE:

      ▪ Can only be changed by Super Admin
      ▪ Set to 8/31/2022
      ▪ All transactions must now be dated later than this date
      ▪ Helps ensure that previous, closed, financial periods cannot be changed
      MM 09212022 3

      POSTING A PAYMENT

      ▪ Posting date entered was 8/1/2022
      ▪ Payment was not accepted as date is prior to 8/31/2022 (hard close)
      MM 09212022 4

      CREATE INVOICES:

      ▪ Invoice date entered was 8/1/2022
      ▪ Invoice was not accepted as date is prior to 8/31/2022 (hard close)

      IN THE EVENT THAT THE PERIOD WAS CLOSED TOO EARLY, THE DATE CAN BE TEMPORARLY ADJUSTED TO A LATER DATE BY THE SUPER ADMIN USER