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ANR Rate and Recharge Step by Step

Step 10: Implement Billing Process

Collect and verify user billing accounts

For University Customers

Researchers and/or customers must provide valid account numbers. Some Units may require additional information such as a proposal/award notification.

Use your Financial Reporting System to verify the account is active and has sufficient funding.

For Non University Customers

Non-university customers should be invoiced via your campus Accounts Receivable/Billing system.

Account number received and verified?

go
YES-continue billing steps

 

 

 

stop
NO-Inform researcher or clients that an account number is needed for billing within 90 days of the recharge activity.

If you are having trouble collecting account number before billing, contact your Control Unit


Recharge Activity Performed?

go
YES-Continue billing steps

 

 

 

stop
NO- You cannot bill for an activity that has not been performed! This is a violation of UC policies.  If a client is requesting billing for an activity or service that hasn’t been performed, there are options. Contact your Control Unit.


Notify Users of Charges

This is generally performed by e-mailing the business contact or project leader.

 

Initiate Billing Document in Financial System within 90 days of activity

It is recommended that billing is conducted every month. However, it is required that billing must take place within 90 days of the activity period.

Here’s How

 

Interdepartmental Billing within the same Campus location:

Use your Campus Financial Reporting System

 

 

Intercampus  Billing Charges

Davis: (IOC) Fill out the form at the link below and send to General Accounting.

IOC FORM  http://accounting.ucdavis.edu/GA/IOCinstructions.cfm

Berkeley:

Riverside:

 

 

For Customers outside the University use:

Use your campus Accounts Receivable/Billing system.

 

Next: Step 11 Monitor Your Rate