When you first log into Cost Recovery, you will see a list of billing periods, including the current billing period and the two previous billing periods. You can also view billing periods further back by using the "Other Billing Period" feature. 
Most likely, you will more often be going to the billing period that is over and for which processing of charges has not been completed (March 2011 in the example above). This is where you will go to review charges for your lab or labs. If you choose the current billing period, you can go to "Monthly Charges To Date" to view the charges for this billing period. Other options are disabled until the billing period is over. For details on the "Monthly Charges To Date" report, see that section further down on this page.
Billing Period Status
The billing period home page represents one billing period (i.e. one month). The first section of the billing period shows the status of the billing period.
In this example, the billing period is still in process (i.e. charges have not been billed yet). Also, the Coral facility review is not completed. That means that there are lab managers who have not reviewed their charges yet.
Reviewing Charges
The next section is for tasks. If you are a lab manager and you have not completed your review, you will see the Manage Coral Charges - Facility Review task with the green "GO" button enabled. This section will also tell you which lab or labs you are authorized to review and whether or not they are completed. You would click "GO" to review charges. This will take you to the Review Coral Charges page.
The screenshot above shows the review charges interface....
Once you have completed your review, you should click on "Finish Lab Area Review." You will see a form that looks something like this:
You can select one or more lab areas to mark as completed. Once you have done this for a lab area, the fiscal staff can go in to deal with any action required records you have created. And once all lab areas have been completed, they can complete the billing period (i.e. submit charges to SAP, send out invoices, etc.).
Reports
Monthly Charges to Date Report
