FastTrack360 Version 12 Online Help

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Once a billing company record has been created it is possible to edit any of the attributes of the record unless invoices have already been generated against the billing company. If invoices have been generated against the billing company, the billing company record can still be edited but the following conditions apply:

  • the validity period of the record cannot be changed so that it is later than the date of any invoice generated against the billing company record

  • the validity period of the record cannot be changed in a manner so that the validity period of any offices linked to the billing company record fall outside the new billing company record validity dates

  • if the validity period of the record is changed, the validity periods of all rounding rules that apply to the billing company must be changed to ensure that the first set of rounding rules has the same validity start date as the record itself and that there is one set of rounding rules valid at all times throughout the validity period of the record

  • the country to which the company belongs cannot be changed once an invoice has been generated against the billing company record.

To edit an existing billing company record, follow the procedure below.

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