The Bill Summary pages allow you to view bill status, customer name, address and contact information, bill header information and budget check status.
In this article you will review Bill Summary information for an invoice issued to the UGA Athletic Association.
Note: This article was recorded using sample values. Actual values may differ in the production version of the UGA Financial Management System.
First, log into the Financial Management System.
Click the Classic Home tile.
To navigate to the Summary page, select:
Main Menu > Billing > Review Billing Information > Summary
The Bill Summary search page is displayed.
Enter the appropriate Search Criteria into the Search Criteria fields.
Example shonw here: " 66001 " i n the Business Unit field
To locate the Customer, click the lookup magnifying glass next to the Customer field.
Click the appropriate Customer ID link.
Click the Search button.
Your search results are displayed beneath the Search Criteria.
Click the appropriate Invoice link.
The Bill Summary Info page is displayed. This page displays Gross Extended Amount, Tax and Total Due information for this invoice.
At the bottom of the page are links you can use to access additional pages that provide more detail. These links will be viewed as you go through the article.
Click the Bill Summary Info 2 tab.
The Bill Summary Info 2 page is displayed. Key information on this page includes the Budget Check, Approval Status and Date Bill Added items.
Click the Header Info 1 link.
The Header - Info 1 page is displayed. This page provides Bill Status, Customer and Contact Inquiry information.
To view Address information, click the Address link.
The Address Info page provides the customer 's current address information.