Schedule Refresh Billing Extension Runs

After you select projects, you can schedule the refresh process to happen at a later time.

To schedule a refresh billing extension run, complete the following steps:

  1. From the Vision Navigation menu, click Billing > Refresh Billing Extensions.
  2. Complete the information on the Refresh Billing Extensions form.
  3. Click Schedule.
  4. Complete the information on the Schedule dialog box. If you chose the Always run in the Current period or Always run in the Prior period option on the Options tab of the Schedule dialog box, Vision ignores the range of accounting periods entered on the Refresh Billing Extension form. Vision uses either the current period, or prior period, as indicated by the Schedule dialog box options.
  5. Click OK.