Close post-onboard rows and enable archive each night
Close post-onboard rows and enable archive each night
Post-onboarding records miss end dates and stall billing while blocking coordinators from archiving clients. Close and enable archive nightly so billing and reports are accurate before the next billing run.
Overview
Open post-onboarding rows create friction for billing and force coordinators into manual cleanup; automating a nightly close eliminates that overhead. Run this nightly to deliver closed records and enable archiving so billing staff and program coordinators have accurate data before the next billing run.