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Step 6: Your First Accounting Cycle

As your first accounting cycle is approaching, review the steps to complete your billing and payroll. 

Billing and Payroll Processing

Purpose

To execute accurate billing and payroll cycles

Who Should Review this Information?

Finance and administrative teams

Steps

Process Billing

  1. Review the article: How to Setup and Process Billing 
    If using EVV: EVV Errors and What They Mean
  2. Complete your billing cycle
  3. Print or email private pay invoices and/or create 837s files for upload

Process Payroll

  1. Review articles: Holiday & Pay Differentials & How to Complete Payroll
  2. Review payroll information for accuracy 
  3. Complete payroll
  4. Upload your payroll file to your payroll company if applicable

Best Practices

  • Always verify all shifts prior to processing
  • Run test payroll and billing cycles before go-live
  • Reconcile discrepancies immediately