Introduction to the Billing Cycle

The folloiwng is a brief summary of the UW CORAL billing cycle:

1. The month ends.
2. Users retrieve their unfinalized invoices from the invoice site and request any needed changes.
3. Staff reconcile CORAL's records (optional) using the Billing > Logbook tab.
4. Fiscal staff review the full billing using the Billing > Full tab.
5. Fiscal staff generate and send invoices using the billing cycle site.
6. Users retrieve their finalized invoices from the invoice site.

The following pages describe steps 1, 5 and 6 in greater detail. It is assumed that the reader already understands user information and the Billing tab and how activity is transformed into billing records.