How do I change the number of billing periods in a year?
When you're working on a frequency code, the number of billing periods that sow up in the Billing Periods section is deteremined by the settings that have been selected in Organization > Dates.
Example: The maximum number of periods is 12.
Maximum periods box in Organization > Dates and Billing periods in OIrganization > Frequency codes
Example: The maximum number of periods is 24.
Maximum periods box in Organization > Dates and Billing periods in Organization > Frequency codes
Changing the maximum number of periods in a year
1. To increase or decrease the number of periods in a year, you will need to go to Organization > Organization.
Organization menu
2. Click to select the Dates tab.
Organization, Dates tab
3. Click on the Maximum Periods box and then enter the maximum number of periods in a year. The maximum number of periods allowed is 12.
Dates tab, Maximum periods box
202302, 2023Feb21
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
How do I change billing periods on a frequency code?
A billing period is the total amount of billed amount within a given portion of time, usually equal to a calendar month. You can set up a frequency code to bill a service in a specific billing period during the year. Setting up different billing ...How do I change a rate with related billing records?
You cannot make changes to a rate that has been used by a service to create billing records because it may use the updated rate to change existing billing records. If you want to change the service on an existing rate, you need to stop Connect from ...Payroll Year-end FAQs
Should I install program updates prior to beginning my Payroll year-end process? Yes, you’ll need to load all program updates before you start the Payroll Year-End Checklist. Usually, the information you’ll need from the IRS and year-end reporting is ...How do I change billing defaults?
Assign the default billing frequency and billing rate to the service. Adding a default billing rate to a service Follow these steps to add the billing rate to a service. You can also add any of the fields found in the Billing table to a service. Do ...Error: Customers missing final disconnect date on a billing service
Issue A final bill customer is missing the final disconnect date on a billing service that was disconnected with the final bill. Explanation A final bill customer should have a final disconnect date on each billing service that will not be billed ...