Miscellaneous Billing Module

Overview

Govern’s Miscellaneous Billing module is a flexible invoicing and collection system. It can be used for special or occasional invoicing functions such as transportation costs or courier fees that do not fit easily into any other category. The system facilitates the entire billing process for uncommon charges, by updating the Accounts Receivable records and calculating financial and past due account charges, for all bills. The system can be integrated with the G/L for automatic updates.

The user forms for Miscellaneous Billing include the following:

  • Miscellaneous Billing Account Miscellaneous Billing accounts are set up for individuals or companies. Multiple accounts can be set up for each individual or company. Each account can be exempt from one or both sales taxes.
  • Invoice Data Entry The data entry for the miscellaneous billing invoices is performed on the Miscellaneous Billing Invoice. Invoices can be posted manually from this form or automatically in a batch process.
  • Recurring Invoice Data Entry Recurring invoices can be created for miscellaneous billing items that occur on a regular basis.

 

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Administrative Menu

The administrative menus for Miscellaneous Billing are as follows:

Miscellaneous Billing General Parameters: This form is used for defining the sales tax parameters for the items that are invoiced under Miscellaneous Billing. One or two sales taxes can be defined, depending on the requirements of the organization. The Sales Tax is associated with each item. An account can an account can be exempt from one or both taxes.

  • Miscellaneous Billing Items The Items are defined for the invoices. A default amount is added. An A/R Class is associated.
  • Miscellaneous Billing Categories: The Miscellaneous Billing categories are used for creating groups of items. This facilitates data entry.
  • Recurring Batch Codes: The Miscellaneous Billing Recurring Batch Codes are used for defining schedules for the miscellaneous billing invoices that occur on a regular basis.
  • Copy to Year: The Miscellaneous Billing Copy to Year is used for copying the Miscellaneous Billing parameters: Sales Tax definitions, Items, Categories, and Recurring Batch Codes from one year to the next.
  • Initialize Next Year: The Miscellaneous Billing Initialize Next year is used for copying the recurring invoices from one year to the next.

Specification

Miscellaneous Billing

  • Standard Search
  • Flexible Account Setup and Maintenance
  • Regular & Recurring Invoices
  • Invoice & Recurring Invoices posting
  • Detail Invoicing Itemized by User Defined Miscellaneous Billing Items setup with an A/R Class Code
  • Up to 2 Sales Tax Applicable

Accounts Receivable

  • Interest calculation on past due amounts
  • Re-Apply Funds (A/R OCH and OCT processing)
  • ACH Processing by Name

Tax Lien

  • Link to Property
  • Transfer unpaid invoice due to real property tax (tax lien)

Standard Reports

  • Recurring Entry List (by status)
  • Aged List of Accounts by A/R class code (A/R Standard Reports)

Automated Workflow (Activity Base) Miscellaneous Billing

  • Activity can trigger generation of Misc. Billing Invoices

See Also

  • Accounts Receivable
  • Cash Collection
  • Real Property Taxes

 

 

 

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