Billing And Budget Management Series Outline

Intended Audience

New or current Vestigo end users that want training on managing Billing and Budgets within Vestigo.

Goal

Gain a better understanding of creating and managing Vestigo Billing and Vestigo Budgets.

Objectives

At the end of the training, the user will understand:

1. Users will be able to understand how to create and manage Billing in Vestigo.

2. Users will be able to understand how to create and manage Budgets in Vestigo.

Contents

Billing and Budgets Module 1 - Introduction, Manage Fees

Billing and Budgets Module 2 - Accounts

Billing and Budgets Module 3 - Protocol Billing: Manage Billing Screen

Billing and Budgets Module 4 - Protocol Billing: Adding Accounts and Fees

Billing and Budgets Module 5 - Billing Fee Templates

Billing and Budgets Module 6 - Adhoc and Edit Fees

Billing and Budgets Module 7 - Billing Reports

Billing and Budgets Module 8 - Billing Settings and Beyond

Billing and Budgets Module 9 - Generating a Billing Cycle

Billing and Budgets Module 10 - The Billing Portal

Billing and Budgets Module 11 - Budgets