Billing

The Billing module in SWIFT is used to enter and process bills for State of Minnesota customers. Guides on this page cover how to enter bills, create adjustments, and process bills into the Accounts Receivable module. 

• Billing WorkCenter

Customers

• Enter a New Customer
• Create and Update Customer Contacts
• Search for a Billing/AR Customer
• Update Customer Address Locations
• Emailing Customers Invoices
  

Maintain and Process Bills

Enter Bills

• Enter a Bill with Standard Bill Entry
  
• Create New Bill with Copy Single Bill
  
• Create a Recurring Bill
  
• Delete Cancelled Bills
  
• Process-Project-Expense Combo
  
• Set Up Distribution and Charge Codes

Credit Bills

• Credit an Entire Bill (Adjust Bill)
  
• Credit Bill and Rebill
  
• Credit Bill with Copy Bill
  
• Credit Bill Lines
  
• Credit Bill Approval Process
  

Process Bills

• Single Action Invoice Process
• Troubleshoot Single Action
• Correct Budget Check Errors
• View the Billing General (Express Billing) page
  
• Correct Staged Acctg Errors
• Print Pro Forma
• Reprint Invoices
• Run Copy Bill Group Process

Review Billing

• View Bill Summary Information
  
• View Bill Details
• View Adjustment History 
• View Adjusted Bill Line History 
• View AR Pending Items 
• View Recurring Bill Schedule
• Review Entries by Invoice 
• Review Entries by Journal 
• View Supporting Documentation 
• Review Invoices Error 
• Bills Invoiced
• Bills Not Invoiced
• Lines Invoiced
• Lines Not Invoiced

Process Interfaced Bills

• Process Interfaced Bills
• Check for Interface Errors
• Correct Interface Invoice Errors
• 
  

Return to Training Guides