TrailheadGuide Accounts & PaymentsEarnings & running bill
GP-02Guide accountNo assistant eval · Coverage unknown

Accumulate Guide Earnings in a Running Bill

The season starts with a Guide Account but no bill. The first eligible earning creates a Guide Earnings Bill, later compatible earnings accumulate in that untouched bill, and any settlement freezes it so future earnings start a new bill.

Track

Earnings & running bill

Phase

Guide account

Starts with

The guide's first or next eligible earning is approved.

Ends with

The guide's payable earnings accumulate without losing source-level detail, and settled bills never receive new earnings

Use a sample guide account to follow the financial event without exposing private or internal identifiers.

Before you start

Account
A sample guide account in the current season
Evidence
A safe sample movement, receipt, expense, reimbursement, or settlement case

Run the scenario

  1. 1GuideProfile > Account

    Review the summary and open Account movements.

    Expected evidence

    Movement type, amount, currency, date, and note explain the displayed position.

  2. 2AccountsSettleWise > Payouts > Bills

    Verify that the earning creates the first Guide Earnings Bill or accumulates in the compatible untouched bill; after any settlement, verify that it starts a new bill

    Expected evidence

    The guide's payable earnings accumulate without losing source-level detail, and settled bills never receive new earnings

  3. 3AccountsGuide account review

    Confirm the resulting status and movement history.

    Expected evidence

    No history was deleted and no unsupported duplicate or offset was added.

Scenario completed

The guide's payable earnings accumulate without losing source-level detail, and settled bills never receive new earnings

Account matter
Unrecorded or pending reviewThe guide's payable earnings accumulate without losing source-level detail, and settled bills never receive new earnings

If it does not match

  • The amount, currency, date, purpose, or source evidence is missing.
  • An open reimbursement, advance, or unfamiliar movement needs Operations review before closure.