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Department Invoices

Each department charged for the cost of delivered investments and services receives an invoice for each time period. You can view invoices periodically to monitor charges, make corrections, approve or reject invoices, and manually regenerate invoices.

The investment or service manager sets up the debit rules that identify the departments that get charged. The rules also indicate the percentage of the cost they are debited.

More information:

Create or Edit Investment-specific Debit Rules

How to Set Up for Invoices

How Invoice Approval Works

View Department Invoices