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On Demand Events

On Demand Events

Miss out on a recent webinar? No problem — all our past webinars are available to you on demand, 24-7.

Recalculating & Troubleshooting Live Bills

Event Description: We understand that having to correct a client’s bill is not always preventable. During this webinar, we’ll review the different updates that will be captured when a bill is recalculated, how to recalculate a fee while you are mid-bill run, and how to recalculate a bill after you’ve already collected the fee from the custodian.

On Demand

Recalculating & Revising Live Bills

Event Description: We all try to prevent having to make corrections to bills, but occasionally a bill might need some revisions. Join this webinar to learn how to recalculate bills prior to creating fee files, and after fee files have been created. We will also discuss best practices, and how to thoroughly audit your data to prevent recalculations.

On Demand

New User: Billing 101

Event Description: Are you new to Billing in Orion? Join us to gain a better understanding of how Orion’s Billing apps work together, and how they can help you get paid faster. Learn best practices for reviewing billing audits, running Forecast bills, tracking receivables, and more!

On Demand