FAQ: What is the "Close Quarter" button?

FAQ: What is the "Close Quarter" button?

What is the Close Quarter button?

The Close Quarter button in Claims Management > Statement Periods Management allows you to finalise a quarter and automatically calculate rollover funds for the next period.


When will the Close Quarter button appear?

The button is available only when a statement period is already closed and the month is the end of a quarter (March, June, September, or December).


How do I use the Close Quarter button?

Click Close Quarter, confirm the action, and the system will process the rollover and refresh the table once complete.




What happens after I close a quarter?

The system checks if the quarter can be closed, calculates rollover funds, and shows a success or error message based on the result.

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