Post recurring bills

Managers Partners  Billers

Recurring bills can be edited and confirmed on an individual basis in the same way as any other bill, or they can be posted on a Global basis from the Bill Portfolio.

  1. From the Portfolio menu, open the Bill Portfolio.

  2. Expand the Billing section and select Recurring Bills.

  3. Select the Partner or Manager to filter on or select Everyone’s to see all recurring
    bills.

  4. Edit and confirm any bills that you do not want to be posted via the Global Post routine.

  5. Select the recurring bills to be confirmed. All bills can be selected by clicking onto the top checkbox in the header row.

  6. Click Global Confirm.