(v1) .Reporting on View Bill v2018.1

There are several options that can be set for Billing and can be found in the Configuration Guide .

Viewing The Bill

Navigate to Main > Reporting > Bills/Calls > View Bill to view the Bill.

This action opens a form that displays the most recent bill for the User ('Owner'). The User can define the 'Owner' as either a Contact or a Department Hierarchy.

The User can define which items are listed by selecting the 'Bill Date Range'. To see billing items for a specific 30-day period, select the appropriate period from the 'Bill Date Range' drop-down menu.

Invoice Number on the View Bill

All Bills will display an Invoice number whether Accounts Receivable is on or not.

Charge Account and Billing Group View

By clicking the drop down menu located in the top-right corner, the User can choose to view a billing report by 'Charge Account' – by a specific GLA or GLA level - or 'Billing Group' - a predefined group that is billed.

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".

Keep in mind that the options displayed in the 'Charge account view' differs depending on the organization's use of Hierarchical G/L Accounts or Component G/L Accounts. While Users with Hierarchical GLA configuration can choose from GLA levels and GLA hierarchies, Users with Component GLA configurations can choose from concatenated GLA components (components in a horizontal chain).

Interacting with a Report

Users can also interact with the 'Billing Report' and control the level of detail displayed in the report. For example, consider the first section of the report shown in the graphic above, 'Equipment Recurring'. This is a summary by 'Charge Type' rather than an actual billing item. Users can see each specific 'Equipment Recurring' charge by clicking the black triangle to the left of the 'Equipment Recurring' title.

Users can collapse and expand each section of a Billing Report that contains billing items.

Taxes

PCR-360's 'Billing' functionality provides the User organization's financial team with the ability to add tax rates. However, taxes are not calculated or displayed on the bill by default in PCR-360. A configuration option must be turned on for taxes to be calculated. See BILLING_ENABLE_TAXES for more information on configuring Tax Rates. When Tax Rates are enabled, the Totals section is expanded and the 'Charge Account View' contains two additional sections: 'Object Code Tax Summary' and 'Tax Summary'.

Totals

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.

Object Code Tax Summary

The Object Code Tax Summary section shows the total taxes per Object Code for the currently selected Charge Account.

Tax Summary

The Tax Summary section displays the totals for each individual tax rate for the currently selected Charge Account.