Application Settings

The Application Settings page sets options and defaults that apply to the entire Service Billing module. Options are organized into five tabs:

My Organization tab

Displays and edits the myOrg organization of the service provider using the VSA.

General Information

Name - The display name for the identifier.
Org ID - The record identifier. Can only be changed using the Rename button in System > Manage.

Contact Information

Primary Phone - The primary phone of My Organization.
Primary Fax - The primary fax of My Organization.
Primary Email - The primary email of My Organization.
Primary Contact - The primary contact of My Organization. Select a staff record from the drop-down list.

Primary Mailing Address

Country
Street
City
US State
Zip Code

My Staff tab

Displays and edits the staff members of the myOrg organization of the service provider using the VSA.

Actions

Add - Add a staff record.
Edit - Edit a selected staff record.
Delete - Delete a selected staff record.

Adding / Editing a Staff Record

Full Name - The full name of a person within the organization.
Department - The department the person is associated with. The department must be previously defined to display in this drop-down list.
Supervisor - The person this staff member reports to. The Supervisor must be previously defined as a staff member in the same department.
Title - The person's title in the organization.
Function - The function the person performs in the organization.
Phone Number - The person's direct phone number.
Email Address - The person's email address.
View All Tickets - If checked, the VSA user associated with this staff member can view all Service Desk tickets in his or her scope as well as tickets associated with this specific staff member record. If blank, this VSA user can only view Service Desk tickets associated with this specific staff member record.

General Settings tab

Date Format

Date Format - Selects the date format used by dates in the VSA.
- mm/dd/yyyy
- dd/mm/yyyy
- yy/mm/dd
Delimiter - Selects the date format delimiter used by dates in the VSA.
- / (slash)
- - (dash)
- . (dot)

Amount Format

Amount Format - Selects the decimal format used to display currency in the VSA.
- xx,xxx.xx
- xx.xxx,xx
Decimal Places - Selects the number of decimal places used to display currency in the VSA. Accepts up to 3 decimal places.
Decimal Symbol - Selects the symbol displayed by currency amounts in the VSA.

Resource and Tax Info

Default Resource Rate - Selects the default resource rate in the VSA.
Note: The default resource type is maintained using the Resource Types table.
Default Tax Rate % - Selects the default tax rate percentage used by the VSA. Accepts up to 4 decimal places.
Tax items by Default - If checked, sets billable items as taxable by default.

Reports

Adhoc Report Refresh (in hours) - Sets the maximum number of hours to wait before refreshing Adhoc reports displayed on the Home page. Adhoc reports are cached and do not change between refresh cycles.

Document Numbering tab

Sets the prefix, length, suffix and next document number for numbered records in Service Billing, for:

General Entries
Work Orders
Sales Orders
Invoices
Invoice Periods

Invoice Options tab

The following remit to information displays on every invoice, if these fields are populated.

Check

Payable To - The name to use when making payment by check.
Remit To Country - The remit country.
Remit To Address - The remit to street.
Remit To City - The remit to city.
Remit To Postal Code - The remit to post office box.
Remit To State - The remit to state.

Credit Card Detail

Credit Card Detail - Typically the URL customers can use to pay by credit card.

Wire Transfer

Account Number/IBAN - The international bank account number (IBAN) to use for electronic transfer of funds to the service provider.
Bank - The bank to use for the electronic transfer of funds to the service provider.
Swift Code - The Swift Code to use for electronic transfer of funds to the service provider.
ABA/Routing - The routing transit number to use for electronic transfer of funds to the service provider.

Other Options

Billable Items Approved by Default - If checked, billable items are approved by default on the Pending Items page.
Include Past Balances by Default - If checked, past balances are printed on invoices by default.
Hide Payment Coupon on Invoice - If checked, payment coupons are hidden by default.
Use External Accounting Invoice Numbers - If checked and the customer is linked to an external accounting system, then Service Billing uses invoice numbers generated by the external account system. This means the KSB invoice numbers match the invoice numbers displayed in the external accounting system. If not checked, Service Billing generates the invoice number and the two sets of invoices numbers do not match.

Schedule tab

A scheduled harvest populates the Pending Items page with recurring services that are due for invoicing. Schedule harvesting also updates customer balances from an integrated external accounting system. You can schedule on demand by scheduling once.

Note:The balance of a selected customer from an external accounting system can be updated using the Refresh Balance button in Customers. Pending Items updates customer balances prior to generating any invoices, so that the invoice statement includes an up to date balance.

Actions

Reschedule - Schedules a harvest once or periodically. Each type of recurrence—Once, Daily, Weekly, Monthly—displays additional options appropriate for that type of recurrence. Periodic scheduling includes setting start and end dates for the recurrence.
History - Displays a history of previously scheduled harvests.