(2022.1) Reporting on View Bill

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 Bill period, select the appropriate period from the 'Bill Date Range' drop-down menu.

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.

Invoice Number on the View Bill

All Bills will display an Invoice number whether Accounts Receivable is on or not if the configuration BILL_ENABLE_INVOICES is set.

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".

NOTE: The options displayed in the 'Charge account view' differs depending on the organization's use of G/L Accounts.

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 below, 'Annual Recurring'. This is a summary by 'Charge Type' rather than an actual billing item. Users can see each specific Charge Type by clicking the black triangle to the left of the 'Annual 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.

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. 

There are three configurations options that will suppress the Location, Owner, and Reference columns.

• 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