How to submit an accrual/estimate of service/goods sent to your customer

If you have been designated as an accrual manager for your company, you will receive an email notification from your customer admin requesting you to submit an accrual estimate.

The accrual request email will look like the below:

To answer the request, click on the "Submit Accrual - Click Here" button toward the bottom of the email. That will bring you to this screen:

The only information that is required is the accrual amount. Enter the estimated accrued balance or select the no accrual option just below the add accrual amount field. You can also add a note or an attachment if necessary.

Once you have entered the required details, click on the "Submit" button at the bottom of the form. After clicking submit, a confirmation window will appear. This window just verifies that you have entered the appropriate and correct information. Type in your full name and your email to act as a signature:

After confirming the accrual estimate, you will receive a success notification:

You will also receive a confirmation email with the details of your accrual estimate submission:

And that's it! You have fully submitted your accrual estimate.