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The Billing Periods tab answers who actually uses a position’s paid units. Docusnap365 generates one billing period per month from the positions—see Editing Costs. The list carries periods up to and including the current month; future months do not appear.

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Recognizing a Position’s State

The Type column in the period view shows whether there is anything to do on a position: This results in one of four actions:

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Assigning Units

Assign opens the Assign Units dialog directly on a position with no existing assignment; in every other case, the sidebar with the existing assignments opens first.
The position’s unit—Per User or Per Device—determines whether the dialog opens on people or on devices. You can switch the category in the dialog; the choices are the categories you are allowed to read. You set the unit while capturing costs and cannot change it afterwards.
The dialog assigns the whole selection in one step, at most 1000 assets per assignment. If the assignment fails, none of the selected assets is assigned; the dialog stays open with the selection.
Assigning and removing act on all future periods that are not yet finalized—an assignment made in the current month remains in place until it is explicitly removed. Unassign a device explicitly once it leaves.

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Recognizing Over-Assignment

The Assign Units dialog blocks nothing once the free units are used up. If a position has more units assigned than it provides, the period reports how many units are assigned above capacity, and the Available tile shows a negative value. Since the quantity of an existing position cannot be changed, correct this through an additional position or an adjusted copy—see Editing Costs.

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Finalizing a Month

Finalize Month closes the period for good and cannot be undone: no assignment changes are possible afterwards, and every row action switches to View. If a month was finalized by mistake, the entire record has to be deleted and captured again. Check Assigned and Available before you confirm the Finalize Month? prompt.
Analyzing Costs shows where unused budget builds up across several months.