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Raise a credit note in the Bill of IT

  • 1.  Raise a credit note in the Bill of IT

    Posted Thu September 01, 2022 11:04 PM
    Edited by System Admin Tue November 05, 2024 05:58 PM
    Hi
    Instead of raise a credit note, normally how does other user do, if the previous billing charge is incorrect? 
    Thanks

    Is there a way to raise a credit note (against previous month) in the Bill of IT of the current month billing cycle? (instead of manual credit note through Finance), We want to ensure everything is visible in Apptio and match with GL (GL and Apptio)

    Thank you

    Jenny
    #Billing(BillofIT)


  • 2.  RE: Raise a credit note in the Bill of IT

    Posted Tue September 06, 2022 02:17 PM
    Our org uses a manual adjustment approach to show end users when a correction/adjustment is made from previous month's data 
    This is a custom setup so would require some work if your org uses out of the box reporting