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PPM Invoice Generation based on Accounting Period instead of Bill From and Bill To date

Received Response


Our client is a grants customer and for them it's very important that they invoice all the transactions from that accounting period and not based on the Bill from Date” and “Bill to Date”

Business Justification

The ABA, like other Grantors, bills and reports based on activity during a period not a date range. Before we close the period we run the burden and include any costs incurred during that period (even if they are accruals). We then run invoice generation after we close the period and through the last date of the prior month. An issue we encountered when testing is when we run the generate invoice process through 11/30/2023 to invoice for our November period, it picks up transactions created in the December period but with a backdated date. Those transactions should not be

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