9. Billing

Area

Change Details

Change Type

Billing Maintenance

There is a change in the menu structure;

• Invoice Batch

• Manage Invoice/Credit Notes

• Manage Credit Rebill

• Manage Delivery

• Invoice Log

• Debtor

• Reports - moved from Silverlight into Angular. No change to report design or parameters.

• Maintenance - All maintenance items have been moved under a new menu item called maintenance, which includes the below;

  • Taxation

  • Time Group

  • Terms

  • Email Templates (Has been moved to Global as a shared maintenance screen)

  • Messages

  • Billing Fees

  • Oncost Groups

  • Billing Company

  • Debtor – move to main Billing menu.

  • Purchase Orders(Billing Groups, Alert Templates, Alert Service(has been removed and will run at a set default time)

UI

Billing Maintenance/Oncost Groups

A change has been applied to the Oncost Groups that now provides a Multi-select list of oncosts to be included in the group.

Where there are more than 6 items selected the user needs to review the drop down list for the selected items.

UI

Manage Invoice/Credit Notes

The Search screen parameters have been updated to order them in the most commonly used order. The default Status has been changed from Open to Close in the search.

UI

On Editing an invoice/credit note the actions to Edit or delete an invoice item have been moved from the right most columns to the left most column.

UI

The Select Debtor fields have been added to the header of the invoice/credit note not as a fly out as per Silverlight.

UI

Credit Rebill

The credit rebill process maintains its wizard design and is mostly unchanged. The Update Rates stage screen has been changed to include the filters as a header of the invoice items list.

UI

Manage Delivery

The Search screen parameters have been updated to order them in the most commonly used order.

UI

Invoice Log

The Search screen parameters have been updated to order them in the most commonly used order.

UI

Reports

The design of the Billing reports has changed to load a search parameter screen where the user selected from a list of reports to execute. The reports remain unchanged.

UI

Temp /Contract Invoice Process

A new feature will be added to the product to support the ability to split billcodes/bill code types onto separate invoices;

• BillCode Invoice Grouping: A new maintenance item will be added in the Billing module to cater for configuring bill code invoice group that can define how invoices are to be split by bill element types.

• Assignment of Bill Code Group to Debtor Invoice Details: A new field must be added to the Billing > Debtor > Debtor Entry > Invoice Details screen to allow a bill code group to be assigned to a set of invoice details.

• Invoice Batch Process Enhancements: The invoice batch process must be enhanced to create separate invoices based on the applicable invoice split bill code group.

New Feature

Invoice Format

A new feature will be added to the product to support the ability to add the timesheet approver names and approval details to the invoice format for temporary and contractor invoices.

New Feature