How do I check for transactions missing a billing type?
When a billing, billing adjustment, or write-off is entered, the user is supposed to add the billing type. The billing type identifies the transaction as a billing, billing adjustment, or write-off.
A billing transaction should be assigned to a billing type.
Checking if billing transactions have a billing type
1. Open Connect Cemetery Management > Organization > Checkout.
2. Click to select the Check for Transactions Missing a Billing Type checkbox.
3. Click GO (CTRL+G).
The error report will show any billing transactions that are missing a billing type.
Fixing transactions missing a billing type
Contact customer support for assistance at (800) 228-9851. They can help you add the billing type to the transaction. You have the error report with you when you call customer support. It has the information they will need to look up the transaction.
Related Articles
Error: Transactions without a billing type
Issue All billing, billing adjustments, and write-off transactions should be assigned to a billing type. Explanation The billing type identifies the transaction as a billing, billing adjustment, or write-off so it is processed correctly. Solution To ...Error: Customer missing a billing service for transactions
Issue A customer is missing a billing service for transactions. Explanation A customer should have a billing service for each service in their transaction history. Solution Add the service to the customer (Modify Existing Customers). The error report ...Error: Transactions missing workers compensation pay code
Issue This employee has a workers compensation class code and the employee is missing a default workers compensation pay code. Each employee with a workers compensation code also needs to have a workers compensation pay code type. Payroll needs both ...Transmittals - Recalculate unprinted transactions
In payroll transmittals, you may need to recalculate unprinted transmittals to ensure the most accurate and up-to-date payroll data is included before finalizing or printing the transmittal for processing or review. This is typically done before ...How do I update NSF check transactions? (General Ledger)
If you're entering payment adjustments for NSF (non-sufficient funds) check transactions, you can choose to update the NSF check transactions to General Ledger. You can update NSF check transactions as a separate update or you can include NSF check ...