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There are several options that can be set for Billing and can be found in the Configuration Guide.
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The User can define which items are listed by selecting the 'Bill Date Range'. To see billing items for a specific Bill period, select the appropriate period from the 'Bill Date Range' drop-down menu.
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Standard Bill View and Full Detail View differences
'Standard View' of a Bill is very similar to the 'Full Detail View' of the same Bill. The primary difference is that the Full Detail View, by default, expands all of the details for Charges that the Standard View displays collapsed until the User manually expands them. Additionally, details of the individual Charges are listed on the Full Detail View, while the Standard View only lists the total of all Charges on the Service. When a CSV is generated under the Standard View, the rows are formatted so that only summary values are included. For a more detailed view on the CSV, the Full Detail View must be selected.
NOTE:Individual Charges are available if the User drills into the Charge.
PDF Download and CSV Download differences
The PDF Download of a Bill displays the Bill as it appears in the browser, while the CSV Download of a Bill produces an unformatted file. The PDF version is intended for direct human consumption, while the CSV is intended for Users to open in some type of spreadsheet software (such as Microsoft Excel) so that they can apply additional processing and analysis on it.
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All Bills will display an Invoice number whether Accounts Receivable is on or not if the configuration BILL_ENABLE_INVOICES is set.
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Charge Account and Billing Group View
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In the field labeled 'Charge Account', selecting 'All' displays all accounts. Users can filter the options displayed in the 'Charge Account' drop-down menu by inputting a value. For example, typing 'Admin' into the field causes the drop-down menu to display only those GLAs and GLA levels that contain the word "Admin".
NOTE:The options displayed in the 'Charge account view' differs depending on the organization's use of G/L Accounts.
Interacting with a Report
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When taxes are enabled, the totals at the end of each billing section includes a 'Subtotal', 'Taxes' and 'Total' amount. The 'Subtotal' amount is the total charges before taxes. The 'Taxes' amount is the sum of all the tax charges and 'Total' is the sum of Subtotal and Taxes.
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Object Code Tax Summary
The Object Code Tax Summary section shows the total taxes per Object Code for the currently selected Charge Account.
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Tax Summary
The Tax Summary section displays the totals for each individual tax rate for the currently selected Charge Account.
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Services
The Services section displays the totals for each Service Charge for the currently selected Charge Account. The Location associated with the Service will appear in the Location Column. Services without a Location will appear blank. Services with more than one Location will display the number of Locations, for example, "3 Locations". And Services with a single Location will display the Location Path.
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Setting any of these options to false will hide the specific column from the Service Summary:
constants.VIEWBILL_SERVICE_SUMMARY_OWNER = true
constants.VIEWBILL_SERVICE_SUMMARY_REFERENCE = true
constants.VIEWBILL_SERVICE_SUMMARY_LOCATION = true
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