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LogiSense Product Documentation

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User Manual

LogiSense Product Documentation

Product Overview

8

Product Overview
Terminology
Quick Start Guide
Core Data Model Guide: How Billing Objects Relate
Month End Close
Proration Logic
Rounding Behavior
Dates in LogiSense Billing

Release Notes

5

LogiSense Billing 10.8.x.x Release Notes
LogiSense Billing 10.7.x Release Notes
LogiSense Billing 10.6.x Release Notes
LogiSense Billing 10.5.x Release Notes
LogiSense Billing 10.4.x Release Notes

Accounts

18

Accounts Overview
Account Hierarchy
Account List Screen
Account Overview Screen
Account Packages Screen
Account Settings Screen
Account Credits Screen
Account Transactions Screen
Account Notes Screen
Account Contacts Screen
Creating a New Account Screen
Account Examples

Admin - Configuration

22

Admin Overview
Users and Roles
Owner Configuration Screen
Email Settings Screen
Account Types Screen
Account Status Types Screen
Contact Types Screen
Users Screen
Roles Screen
Role Groups Screen
Fiscal Periods Screen
Admin Examples

Billing - Configuration

11

Billing Overview
Billing Fundamentals
Bill Runs Screen
Bill Run History Screen
Bill Groups Screen
General Ledger Codes Screen
Billing Examples

Contracts & Commitments

8

Contracts Overview
Contracts & Commitments
Early Termination
Account Contracts Screen
Account Contract Status Types Screen
Package Contracts Screen
Contract Examples
- Package Contract Example
- Account Contract Status Types Example

Customer Experience

3

Customer Experience Overview
Customer Portal
Email Templates Screen

Dunning & Collections

9

Dunning & Collections Overview
Dunning Fundamentals
Accounts Receivable Terms Screen
Payment Terms Screen
Dunning Rules Screen
Dunning Examples

Extensibility

9

Extensibility Overview
Billing Extension Points
Field Extensibility
CRM and CPQ Integration Guide
Custom Fields Screen
Plugins Screen
Custom Tables Screen
Event Subscription Screen
Transfer Locations Screen

Importing & Exporting Data

12

Importing & Exporting Overview
Bulk Export & Data Delivery
Archiving Data
Data Profiles
Mapping
Transforms
Validations
Debugging
Data Profiles Screen
Data Imports Screen
Data Map Screen
Import History Screen

Invoicing & Credit Notes

12

Invoicing & Credit Notes Overview
Word Invoice Template Mail Merge Tips
Invoice Lifecycle & Adjustments
Embedding Reports in Invoice Templates
Account Invoices Screen
Account Credit Notes Screen
Invoice Delivery Screen
Invoice & Credit Notes Templates Screen
Invoicing Examples

Notifications & Events

5

Notifications & Events Overview
Entitlement Provisioning Guide
Available Events
Available Event Tokens
Notifications Screen

Payments

10

Payments Overview
Payment Operations Guide
Payment Lifecycle & Invoice States
Account Payment Methods Screen
Account Payments Screen
Payment Gateway Screen
Payments Examples

Pricing

12

Pricing Overview
Advanced Pricing Models
Product Codes, Price Books and Promo Codes
Account Price Plans
Optional Services
Service State Based Pricing
Global Add-ons
Counting Rules
Product Codes
Account Price Plans Screen
Tiered Monthly Recurring Charge
Counting Rules for Tiered Pricing

Product Catalog

21

Product Catalog Overview
Price Books
Services Screen
Service Status Screen
Service Transitions Screen
Service Types Screen
Packages Screen
Package Frequencies Screen
Package Status Screen
Counting Rules Screen
Price Books Screen
Price Book Regions Screen
Promo Codes Screen
Catalog Examples

Regional & Currency Settings

7

Regional & Currency Settings Overview
Configuring Countries
Multi-Currency
Currency Exchange Screen
Exchange History Screen
Regional Examples
- Currency Exchange Example
- Locales Example

Reporting & Analytics

5

Reporting & Analytics Overview
Financial GL Export and AR Reporting
Creating A Report From A View
Generating, Viewing and Downloading Reports
Reporting Examples
- Filtering, Generating and Downloading Reports Example

Revenue Recognition

3

Revenue Recognition Overview
Revenue Recognition Configuration
IFRS 15 and ASC 606

Sales Orders

2

Sales Orders Overview
Account Orders Screen

Share Plans

5

Share Plans Overview
Using Tiered Pricing with Share Plan Add-Ons
Account Share Plans Screen
Share Plans Screen
Share Plan Buckets Screen

Single Sign On

2

Single Sign On Overview
Single Sign On Configuration

Taxes

9

Taxes Overview
Tax Exemptions
Usage Aggregate Taxation
Tax Codes Screen
Tax Vendor Screen
Tax Rates Screen
Service Tax Categories Screen
Account Tax Categories Screen
Taxes Example
- LogiSense Tax Example

Usage & Rating

30

Usage & Rating Overview
Usage Fundamentals
Mediation Fundamentals
Advanced Rating & Aggregation
Rounding Rules
High Watermark Usage
Dynamic Usage Classes
Usage Event ReRating
Rerate-Triggering Changes, RerateNow API, And Monitoring
Usage Rate Groups Screen
Usage Rates Screen
Usage Rate Plans Screen
Usage Classes Screen
Usage Class Types Screen
GeoTree Screen
Time Periods Screen
Location Groups Screen
Usage Data Feeds Screen
Dynamic Usage Classes Screen
Import Usage by API
Use For Cost Configuration
Usage Exceptions

Usage Buckets

8

Usage Buckets Overview
Consumption Drawdown
Entitlements
Threshold Notifications
Multi-Class Bucket Tier Calculation
Billing Activation Rules
Base Buckets Screen
Usage Buckets Screen

System Administration

10

Audit Log Screen
JSON API Logs
Usage Rerates Screen
Jurisdiction Codes Screen
Webhook Monitor Screen
Identifier History Screen
File Transfer Screen
Security
Upgrade Strategy
LogiSense Billing Upgrade Request Process

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