What is the Review Phase?
The Review Phase is the final step in every billing cycle. After payments have processed, this is where you reconcile the results, resolve any open items, and officially close the cycle.
Steps to complete the Review Phase
- Open the current billing cycle and navigate to the Review tab.
- Confirm that all Collected payments match your expected totals.
- Review any Failed payments — decide whether to retry, write off, or escalate.
- Check for any residents flagged during the cycle (disputes, holds, exclusions).
- Once everything is reconciled, mark the cycle as Closed.
Do not close a cycle until all failed payments have been addressed. Closing is final and cannot be undone.
Reconciliation checklist
- ✅ All collected payments match expected amounts
- ✅ All failed payments have been reviewed and actioned
- ✅ Any excluded residents are documented with a reason
- ✅ No outstanding disputes or holds
- ✅ Cycle summary exported or saved for your records
What happens after closing?
Once closed, the cycle is archived and a new billing cycle will be available to begin the next Preview Phase.