Overview

Manage your Roads & Third Party Addendum Billing in the Billing Batches Grid. There you can view, create, delete, finalize, export the billing batch details and generate voucher/extracts for your accounting system. Utilize the search/filter options to narrow down the displayed billing batches to efficiently find the ones you are looking for. This guide will demonstrate how to navigate to and manage your Addendum Billing Batches.

Note: Users require the ‘Road Admin’ permissions to access the billing information.

Navigate to Roads & Thirds Grids/Settings

Navigate to the Roads & Thirds Grid/Settings (ie. Additional Conditions, Master Rates, Master Agreements, Addendums, Requests, etc.) by clicking the Roads & Thirds dropdown menu at the top of the page. This will display all the Roads & Thirds related options.

Then click on an option to display its grids/settings.

Billing Batches Grid Overview

Summary of the Addendums Grid items:

1. Description - The description/name entered when creating the billing batch

2. Invoice Date - The invoice date chosen when creating the billing batch. This date will be displayed on the generate invoices.

3. First/Last Production Month - The First/Last Production month that is being included in this billing batch

4. Created by Date - The date the billing batch was created

5. Created by User - The StackDX user that created the billing batch

6. Batch Status - The current status of the billing batch

   There are 3 different statuses for addendums - Processing, Completed & Released.

Summary of Billing Batch Statuses

Processing: The billing batch has been generated and in process of being created

Completed: The billing batch has been created and ready to be reviewed

Released: The billing batch has been reviewed, vouchers/extracts created and batch has been finalized

1. Batch Status Date - The date the billing batch was changed to its current status