Billing Profile

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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
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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
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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, 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 Settings section –
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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
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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
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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
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Processing Category The items in Processing category represent the total usage (sum of the size or count) within the reported period, considering all Published or Published with errors Processing Sets. To add a new pricing item to Processing category: Navigate to Processing Click New. Fill in the following fields: Type – select an item from the list. Unit – select a unit that will be applied to the pricing type in the report. Select whether the item to be
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Tasks Category The Tasks category allows you to add either custom items, predefined by you in MaxBilling Settings, or a static one line item. To add a new custom item, predefined by you, to Tasks category: Navigate to Tasks Click New. Fill in the following fields: Type – select form your predefined custom tasks. Select Unit. Enter a Unit Price to set the single price for pricing unit. Enter a Discount % to set discount for the item. (optional) To add a