The Add/Modify Billing Items Group page provides the ability to manage billing item (BI) groups, either by editing an existing BI group or adding a new BI group.
...
Click the Total Pending Billing Items link in the upper left corner to display a list of all pending billing items not assigned to a BI group in a new window.
The user can assign the different billing items in the invoices to any desired group categorized by group type. The BI group type options include Equipment Charges, Usage, Fees and Taxes, Installation/Maintenance, Late Fees, and Fixed Cost.
In each column, there is information or a link that displays different BI group options.
...
You can then map BI Groups to contracts, which means the contract rate is applied to all the billing items within the BI Group.
| Info |
|---|
What is a Billing Items Group? The platform automatically groups the billing items into related classifications so you can easily identify how much you are spending on services. These are standard values across our client base. |
...
Columns in the module
Column Name | Description |
|---|---|
Modify | Click the pencil icon |
to edit the BI group. | |
BI Group Type | Displays the name of |
Billing Items Group Type. Standard types are: Equipment Charges, Late Fee, MRC, Non Recurring Charges, Surcharges, Taxes, and Usage. | |
BI Group | Displays the name of BI |
Group, which is configurable per client. The Bi Group allows you to different between the BI Group Type. For example, you may have GST, HST, VAT, State Tax, and Federal Tax as BI Groups, all under the umbrella of the BI Group Type of “Taxes”. |
Fix Cost Control |
Yes or No. Is the BI |
Group tied to a contract agreement? | |
Billing Items | Displays the number of billing items assigned for that BI |
Group. Click the number to display a list of all billing items assigned |
to the BI |
Group. | |
Pending Billing Items | Displays the number of pending billing items assigned for |
the BI |
Group. Click the number to display a list of all pending billing items assigned for the BI |
Group. | |
Disassociate Billing Items | Click the magnifying glass icon to |
remove billing items from the BI Group. | |
Delete | Click the red |
X icon to remove the BI |
Group. |
Filter BI List
To filter the list, perform the following steps:
Enter the criteria in the search field.
Click the magnifying glass icon to display list.
The list can be exported to a spreadsheet by clicking the XLS icon.
...
New BI Group
Click New BI Group to open a new window to add a BI group.
Perform the following steps:
...
Enter a description.
...
Select the group type from drop-down list.
...
In the Control field, click the check box so the BI group can be related to an agreement contract.
...
How to create a new BI Group
Click the action button New Bi Group.
Enter a unique description for the new group. Try to be specific so you can easily identify its purpose.
Select the BI Group Type from the drop-down list. Standard types are: Equipment Charges, Late Fee, MRC, Non Recurring Charges, Surcharges, Taxes, and Usage.
In the Control field, check the box if you want the BI Group as an option to be mapped to a contract.
Click Accept to apply changes.
...
How to map Billing Items to the BI Group
To see all the billing items that do not belong to a BI Group, click on the Pending Items link toward the top left of the module
...
Filter on the Vendor and/or the Billing Item description. In this example, we’ll filter on any billing item containing GST.
Select the BI Group in the Cost Group drop down. We want to map the billing items to our BI Group, Tax - GST.
Check the box under the Join column for any billing item that should be associated.
Click Associate to save your changes.
...
How to delete a BI Group
You are able to delete BI Group by selecting the redX under the Delete column.
| Warning |
|---|
If you delete a BI Group, all associated Billing Items will be orphaned and you’ll need to remap them to another BI Group. |
...