New Features in Service Billing (v1.1.0.0) - 14 January 2013

Compatibility

Service Billing v1.1 requires VSA v6.3. If upgrading to VSA v6.3, and Service Billing is installed, you will be required to upgrade to Service Billing v1.1.

Status

The Status page now supports click and drill behavior for graphic elements shown on this page.

Mapping Codes and Classes

In the previous release each item type supported by Service Billing—recurring services, labor, parts, and expenses—could only be mapped to a single fixed product and service code in Quickbooks. This same mapping is now called the External Account Codes mapping on the Account Mapping page. With this release, Service Billing:

• Introduces a second set of mappings called External Account Classes to map each item type to class names in Quickbooks.
• Defines both codes and class mappings as defaults, and allows them to be overridden on several pages and dialogs in the Service Billing module.
• Because a code or class inside Quickbooks might be deleted at any time, green checkboxes confirm that the code and class selected for a default item type continues to exist. An alert is also generated on the Status page if a code or class mapping is missing.

Two checkboxes have been added to the Configuration page, governing how code and class mappings can be used.

• Use Classes - If checked, class mapping is enabled. If unchecked, only code mapping is used, similar to Service Billing 1.0 functionality.
• Allow Override - Applies to both code and class mapping. If checked, override fields for code and class mappings display on several pages and dialogs in the Service Billing module. Users can override the default mappings for a selected service billing record.

External Account Codes and External Account Classes drop-down lists have been added to the following pages. These only display if the Allow Override checkbox is checked.

• Customers
  • Customer Info > General > New or Edit > Accounting Overrides tab
    These customer-specific defaults override the module level defaults for codes and classes. If specified, other dialogs display these customer-specific defaults instead of module level defaults for a given customer.
  • Financial > Resource Type Overrides
• Recurring Services
• Parts
• General Entries
  • Labor - when adding a new activity type
  • Expenses - when adding a new activity type
• Recurring Services Catalog
• Resource Types
• Lists
  • Expense Activity Types and Sublists
  • Labor Activity Types

Export to CSV

Each of the following pages in Service Billing enables you to export table data to a CSV file. Click the gear icon on the right side of the table header to display the Export to CSV option.

• Customers
• Vendors
• Sales Orders
• Work Orders
• Recurring Services
• Procurement
• Parts

Report Center Data Sets

The following new data sets have been developed to support the creation of custom Service Billing report definitions and report templates.

• Customer Invoice Line Items
• Customer Recurring Services
• Invoices
• Sales Order Summary
• Unbilled Revenue
• Work Order Summary

Export of Invoices

Both Past Invoices and Past Periods can now be exported as an XML file.

Send Copy to Email Address when Previewing Invoices

You can now send a copy of a previewed invoice to your own VSA logon email address. This option displays when you click the Preview Invoices button on the Pending Items page. Your VSA user email address is set in System > Preferences.