Billing Profile

57 views 14 October 2021 0
Pricing Thresholds To setup specific conditions towards the workspaces within the Pricing, you edit the Pricing and use the Thresholds options. ◼ Base Thresholds – you can specify minimal or maximal caps in terms of total currency amount value which will be considered for each workspaces. • Minimal Cap - the minimum workspace cap value will be applied in Workspaces’ total in case its value is below the Minimum Workspace Cap value. You can use the Minimal Cap field to apply flat fees
35 views 14 October 2021 0
Copy Pricing Use the Copy option to recreate new Pricings faster. If you copy the default pricing, it will be recreated with Overlay type and you will have to link specific workspaces to it (as you cannot have more than one default pricing within a profile). If you copy Overlay or Overwrite pricing, you have to link Workspaces / Matters / Clients / Locations to the newly created
63 views 12 October 2021 0
Language Services Category The items in Language Services category represent the total usage (sum of the size or counts) of any translation or transcription jobs that were completed within the reported period. To add a new Language Services pricing item to the Pricing: 1. Navigate to Language Services category. 2. Click New. 3. Fill in the following fields: Type – select the desired report item from the list. Unit – select a unit which will be applied in the report. Select whether the
97 views 25 November 2020 0
Billing Profile and Profile Fields To start the billing process, you need to create a billing Profile. MaxBilling Profile is the placeholder of your billing rules and pricing settings. Reports are generated according to the profile information. To create a new profile: Navigate to Profiles Click New MXB Profile. The profile layout opens. Fill in the fields. Click Save. Profile Fields Name - the name you want to give the profile. The following symbols are not allowed in a billing profile
105 views 25 November 2020 0
Create Pricing Once a billing profile is created, you should add pricings in it. Billing reports will be generated according to the pricings in the profile. The pricing information can be edited at any time and the changes will be applied to the reports which will be generated afterwards. To add a new pricing: Click New on the MXB Profile layout. The pricing layout opens. 2. Fill in the following fields: Name – type the name of the pricing. The name of the pricing is not shown in the
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Add Pricing Information In each included pricing, except for pricings of Exclude type, you can add different pricing items in the following categories: Case Rollup, Case Flow, Language Services, Analytics, Processing, Users, Tasks.Note: You can find additional information about all pricing item types for each of the billing categories in Appendix A.All pricing items have additional information that can be edited by a user - Friendly Name, Billing Code, Description, E-Code, Cost Code. (see
65 views 25 November 2020 0
Case Rollup Category The items in Case Rollup category refer to the hosting size and the calculated usage is based on their peak value within the reported period. To add a new pricing item to Case Rollup category: Navigate to Case Rollup Click New. Fill in the following fields: Type – select an item from the list. Unit – select a unit which will be applied to the pricing type in the report. Select whether the item to be considered as Billable in the report.
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Case Flow Category The items in Case Flow category represent the total usage (sum of the size or counts) within the reported period. To add a new pricing item to Case Flow category: Navigate to Case Flow Click New. Fill in the following fields: Type – select an item from the list. Unit – select a unit which will be applied to the pricing type in the report. Select whether the item to be considered as Billable in the report. Enter a Unit Price to set the
53 views 25 November 2020 0
Analytics Category The items in Analytics category are being calculated based on the workspace peak value within the reported period, except for CA Index Size On Disc pricing item, which represents the sum of the size for the reported period.Note: CA Index Size On Disc pricing item is not supported in Relativity® 9.7 and above.To add a new pricing item to Analytics category: Navigate to Analytics Click New. Fill in the following fields: Type – select an item from the
59 views 25 November 2020 0
Users Category The items in Users category allow you to charge users for access or logging in during the reported period. To add a new pricing item to Users category: Navigate to Users Click New. Fill in the following fields: Relativity User Type - select the type of the Relativity® users to charge. Priority Order - if a user is part of more than one charge, he will be charged based on the highest priority (0 is considered the highest). User Charge Priority Order allows multiple user