Help Center

Monthly Payment Overview

Written by Matt Lawless | Feb 16, 2022 8:00:00 AM

The month-end close is the collection of financial accounting information, review, and reconciliation of records each month. This is a reporting requirement for some companies, and helps businesses keep accurate records throughout the year.

You may do the following in the monthly payments section,

  • Run and review payment calculations to determine user payments

  • Export reports with user payment details

  • Record payment adjustments

  • Record comments on monthly payment items.

  • Mark payments as either "Paid" or "Rolled Over"

  • View historical months payments

  • View any Referral Costs for a User