When to increment a run

TABLE OF CONTENTS

• Introduction
• When to increment a run

Introduction

Deciding when to increment a run is an important factor for making the most of the automation available when using recurring charges to allocate fee charge items.

When to increment a run

Unlike your management accounts, which will be closed when you have completed processing, you should increment the Engage Fees run when you are ready to start preparing your next set of fee invoices.

You should do this prior to making entries for the next run, but as late as possible within the current run to allow the invoice reversal and reinstate option to remain available.

If you need to run a second batch of Ad Hoc invoices that are not linked to recurring charges, they can be done at any time. You do not need to increment your run unless you are re-setting the recurring charges.

Go to Fees > Invoices > Increment Current Run to increment the run.

Note: For more information on Runs please see the Engage Fees Setup Guide (Runs section) and Engage Fees Billing Guide (Increment Runs section).