This task creates an export file that can be sent to a third party that provides statement generation. Currently, only an Ocius XML export is supported. The task is available for the community selected in context, or for at least one community when context is set to All Authorized Communities.
To create a billing export file, follow these steps:
1. Go to Accounting Detail > General Tab > Billing Export.
2. Enter or select the effective date for the file to be created.
3. To build and display the file, click Next.
4. Review the details of the XML file to ensure it is accurate. If you want to change the effective date or rebuild the XML file, click Previous.
5. To save the XML file to the path and with the file name specified in the System Administration > Export Setup tab, click Finished.