Use Recurring Billing: navigation and daily work
Open Finance & Accounting using the left app rail, then select Recurring Billing in its module menu. The module dashboard gathers the available records, reports and setup links.
Before you start
Configure subscription and recurring transaction rules only after reviewing the base document, interval and dates. Confirm whether the schedule creates drafts or submitted documents and who monitors exceptions.
Find this module in the ERP
Finance & Accounting → Recurring Billing
Step-by-step instructions
Open the module
Open Finance & Accounting using the left app rail, then select Recurring Billing in its module menu. The module dashboard gathers the available records, reports and setup links.
{ERP_URL}/desk/nexcom-workflow/Finance%20%26%20Accounting/Recurring%20BillingRecord forms may append /{RECORD_ID}; a new draft may use /new-{TYPE}-{TEMP_ID}. Query filters and selected tabs may add a query string or #fragment.
Continue the task
Choose the work area for your task. This staging dashboard provides Process Subscription, Subscription, Subscription Plan, Subscription Settings. Use an existing record for a change; use Add/New only when a new record is needed and your role permits it.
{ERP_URL}/desk/nexcom-workflow/Finance%20%26%20Accounting/Recurring%20BillingRecord forms may append /{RECORD_ID}; a new draft may use /new-{TYPE}-{TEMP_ID}. Query filters and selected tabs may add a query string or #fragment.
Continue the task
Before saving or taking a workflow action, verify the relevant party, company, dates, source links and permissions. Use the field reference linked below for the selected record type. This navigation tutorial does not submit a business transaction.
{ERP_URL}/desk/nexcom-workflow/Finance%20%26%20Accounting/Recurring%20BillingRecord forms may append /{RECORD_ID}; a new draft may use /new-{TYPE}-{TEMP_ID}. Query filters and selected tabs may add a query string or #fragment.
Continue the task
Return to the module dashboard to choose the next related work area. If a link is unavailable, check the assigned role and configured service access with your administrator.
{ERP_URL}/desk/nexcom-workflow/Finance%20%26%20Accounting/Recurring%20BillingRecord forms may append /{RECORD_ID}; a new draft may use /new-{TYPE}-{TEMP_ID}. Query filters and selected tabs may add a query string or #fragment.
Choose the relevant work area
Check the result
Check the selected record, company, source relationships, field values and available actions. A successful save, approval, submission, external notification and payment are separate events. The module screenshot is a navigation reference; it is not evidence that the business transaction described in this article was executed.
Troubleshooting
Use the installed work areas and the linked task tutorials below. Available actions and records depend on your role; external services may require their own permitted sign-in.