Red flags in Blueleaf Billing indicates if a client needs attention during a billing period. The fee calculations will be unavailable on the client invoices and payment files until you resolve these red flags. If a flag can be ignored for the billing period, you can click "mark as complete" to ignore the red flag. Below are the most common red flags that may appear:
If a client is missing a fee schedule, you can assign them a fee schedule by following the steps here.
If an account is "missing its valuation of billable assets" for a particular client, first make sure that Blueleaf Billing is synced with your Blueleaf Dashboard, by completing the steps here.
In some cases, the account may not have billable assets for the prior billing period, or the account is simply not billable. In either case, you can follow the steps here to exclude the account from billing.
If all accounts for a particular client are not billable, you may see this flag pop up, since there are no billable assets for the client.
If an account has "no payment account assigned to pay its fee" for a particular client, the first thing to check is if the account has a payment account assigned. You can set up a payment account, by following the steps here.
If the account is not billable, you can follow the step here to exclude the account.
If you do not debit the client's accounts directly for the fee (eg: if they pay their fee separately by check), you can set this up by following the steps here.
This flag will only appear if you bill in advance, and use deposits/withdrawals in your fee calculations. Blueleaf Billing's methodology for calculating fee adjustments for cash flows uses the previous period's effective rate. Because new clients don't have an effective rate for the previous billing period, the system will not calculate fee adjustments for those new clients. However, the fee will still be automatically calculated for the full billing period in advance.
To calculate the prorated fee for the partial prior billing period, you have the option to set a "start billing date" by following the steps here.
After you do this, you can verify fee calculations by following the steps here.
If applicable, you can also adjust the fee manually by following the steps here.
After you make any changes, you can click the "mark as complete" option
If you have any questions or encounter any problems while completing these steps, contact us at email@example.com