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System Administration

Billing General Settings

Use these settings to configure how cairs.net bills for your one-time, recurring and call charges. When you install cairs.net, a Unique Communication Representative and your cairs.net administrators determine these settings. There are four columns of information for each setting:

1.    Setting Name* – the setting name.

2.    Category* – the category for these settings is Billing

3.    Setting Value* – displays the actual setting, for example, true, false, etc.

4.    Description* – displays a brief setting description.

The following settings are available:

·         Allow Negative Funding Amounts for Official – a value of True allows you to enter in a negative amount in the Amount Submitted when applying a funds.  This is helpful if you have made any clerical errors on funding entries.  If set to False, only positive amounts can be entered into the amount submitted.

·         Auto Fill Install Date for new Assigned Equipment and Services – a value of True will automatically populate the install date of all newly installed equipment and/or service.  A value of False, requires the user to enter in the install date. 

·         Auto set Delete Date to Installed Date for One-time charges on Equipment/Services – a value of True indicates that when you add an equipment/service with a one-time charge the delete auto-populates with the same date as the installed date. A value of False indicates that you must enter a date in the Delete Date field.

·         Bill Distribution Folder Path from CES – displays the folder name on the CES Server that holds the bills once they are generated.

·         Bill Distribution Folder Path from SP – displays the root folder of IIS server that holds the bills once they are generated

·         Bill Official Calls from Prior Fiscal Years – this setting determines if call records from the previous fiscal year will be included in the current years bills.  If set to true, the call are included; if set to false, the calls are not included.  

·         Distribute Bills to Email – If set to true then CES distributes bills via email, each account assigned an email address gets a bill, if set to false no emails are sent.

·         Distribute Bills to Folder – this setting determines if you want to send bills generated to a folder you designate in another setting (Bill Distribution Folder Path). If set to True then CES delivers the bills to the folder.

·         Distribute Bills to Printer – this setting determines whether you want to send the bill generated to a printer. If set to True then CES delivers the bills to the designated printer. This setting is useful if you want to print and mail the bills to your customers.

·         Enable Automatic Official Billing – this setting determines whether you want cairs.net to generate your bills automatically based on your billing cycle, a value of True turns this on for official billing.

·         Enable Automatic Unofficial Billing – this setting determines whether you want cairs.net to generate your bills automatically based on your billing cycle, a value of True turns this on for unofficial billing.

·         Fill Organization from Call Accounts – this setting determines where the organization information comes from for call records.  If set to True the organization information associated within the Accounts for Calls tab is the one used to update the call records.  If set to False, the organization associated within the Accounts for Equipment and Services is used. 

·         Fill Organization from Equipment and Service Accounts – this setting determines where the organization information comes from for call records.  If set to True the organization information associated within the Accounts for Equipment and Services tab is used to update the call records.  If set to False, the organization associated within the Accounts for Calls is used. 

·         Filter Organizations By Account – this setting determines whether you want to filter the organization dropdown box by account number, this means that if you select an account (anywhere in the system), the orgs within the list are only those associated to the account. A true setting filters the list while a false displays the entire list of orgs.

·         First Official Billing Date – displays the official billing start date. Anything occurring prior to this date is not billed.

·         First Unofficial Billing Date - displays the unofficial billing start date. Anything occurring prior to this date is not billed.

·         Log All Unbilled Account in Billing Cycle – this setting determines whether the accounts that did not generate a bill during the cycle are placed into a log for your review.  A value of true generates a log with the accounts that have not bill and a value of false does not generate a log. 

·         Months to Keep Official Bill Files  – this setting works in conjunction with the Distribute Bills to Folder setting, if that setting is set to true, then this setting determines how many months to keep the official bill files before deleting.

·         Months to Keep Unofficial Bill Files  – this setting works in conjunction with the Distribute Bills to Folder setting, if that setting is set to true, then this setting determines how many months to keep the unofficial bill files before deleting.

·         Operator Assisted Call Text – this setting allows you to determine the Call Type that you want to use for operator assisted calls.

·         Precision for Minutes Summary in Billing Reports – this setting determines that number of decimal places for the minutes and seconds in your billing reports.  The setting can have a value of 0 to 4, the corresponding settings are:

·         0 – this displays minutes only, no second value

·         1 – this displays the minutes and rounds the seconds to a tenth of a second

·         2 – this displays the minutes and rounds the seconds to a hundredth of a second

·         3 – this displays the minutes and rounds the seconds to a thousandth of a second

·         4 – this displays the minutes and rounds the seconds to a ten-thousandth of a second

·         Reset Official Bill Balance Every Bill – this setting determines if you want to carry any balances forward for each billing cycle. If set to True, each new billing cycle the account balance is set to $0.00. If set to false, any unpaid balances carry to the next cycle.

·         Reset Official Bill Balance Every Fiscal Year – this setting determines if you want to carry any balances forward for each Fiscal year. If set to True, each new fiscal year the account balance is set to $0.00. If set to false, any unpaid balances carry to the new fiscal year.

·         Return Top Phone Number for Account – when you are viewing an account, there is a yellow status bar directly below the ribbon, this bar contains important account information, including a number field.  This setting determines whether or not the number field is present in the status bar.  If set to True, the first telephone found relating to the account populates the field, this may slow down the loading of the complete account details.  If set to False, the telephone field is removed from the status bar, this may load the account details quicker. 

·         SPVirtual Directory Path  – this setting works in conjunction with both the Distribute Bills to Folder setting and Subscriber Portal, if the Distribute Bills to Folder setting is set to true, then this setting determines the virtual directory of where your Subscriber Portal looks for the bills.

·         Update Call Records from Directory Line – as a default, cairs.net updates the call records through the account number. If this setting is set to True, then cairs.net updates the call record information through Set Management. If there are multiple listings, the primary number is used for billing the call records.

·         Use Funded Program – if set to true the new funded program will become available for use within cairs.net and Subscriber Portal.  Please do not turn this setting on without consulting with a Unique Representative first. 

·         Validate New Equipment to Account – this setting determines whether to validate new equipment to an account number, if set to true the equipment’s one-time and recurring charges are validated. 

 

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