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Original “Monthly Billing Checkup” document from Leslie

The goal for the tasks below are to find billing and database inaccuracies.

PCR360 Service Order Status

Confirm Service Orders with changes are ready to be billed.  Do they need to be finalized or voided?

Active GLAs on Services

Pull two report from PCR360 then run simple query in Access

• Inactive GLAs - Main : Catalog : G/L Accounts (GLA), filter Inactive using the Status column

• All Services with Charges - Reporting : Bills/Calls : Charges, use Perspective: Billing Checkup: Active Charges

Duplicate Charges

Use Excel to find services with duplicate charges in the report file. This happens with all Upgrade/Downgrade Actions.  Ignore Server Hosting Services

• Reporting : Bills/Calls : Charges, use Perspectives: Billing Checkup: Duplicate Charges

• When in Excel, highlight the Charged Item column and then Home > Conditional Formating > Highlight Cell Rules > Duplicate Values

Unchecked Billable Box

Services with charges but the Billable box checked.  This is a bug and fixed with PCR360 version 2019.5

• Services : View / Report : All Services, use Perspectives: Billing Checkup: Billable

Active Service & Active Charges

• Pull two report from PCR360 then run un-match query in Access: Service needs MRC without Active Charges

  • Services : View / Report : All Services, use Perspectives: Billing Checkup: Service needs MRC

  • Reporting : Bills/Calls : Charges, using Perspectives = Billing Checkup: Active Charges

GLAs missing from Department

Query reports in Access: GLA Catalog without Dept GLA Restrict

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