System Functionality – LogiSense Product Documentation

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LogiSense Product Documentation

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Courses
User Manual

LogiSense Product Documentation

Product Overview

12

Product Overview
Usage Billing Challenges
Terminology
Quick Start Guide
Release Notes
System Functionality

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

9

Contracts Overview
Contracts & Commitments
Account Contracts Screen
Commitments and Ramp Up Periods
Early Termination
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

8

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

Extensibility

7

Extensibility Overview
Field Extensibility
Custom Fields Screen
Custom Fields Layouts Screen
Plugins Screen
Event Subscription Screen
Transfer Locations Screen

Importing & Exporting Data

12

Importing & Exporting Overview
Archiving Data
Data Imports Overview
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
Account Invoices Screen
Voiding an Invoice
Account Credit Notes Screen
Invoice Delivery Screen
Invoice & Credit Notes Templates Screen
Word Invoice Template Mail Merge Tips
Embedding Reports in Invoice Templates
Invoicing Examples

Notifications & Events

4

Notifications & Events Overview
Available Events
Available Event Tokens
Notifications Screen

Payments

7

Payments Overview
Account Payment Methods Screen
Account Payments Screen
Payment Gateway Screen
Payments Examples

Pricing

10

Pricing Overview
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

4

Reporting & Analytics Overview
Charts & Dashboards
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

Salesforce Integration

15

Salesforce Integration
Salesforce User Guide
Salesforce Admin Guide

Sales Orders

2

Sales Orders Overview
Account Orders Screen

Share Plans

4

Share Plans Overview
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

31

Usage & Rating Overview
Usage Fundamentals
Mediation Fundamentals
Entitlements
Rounding Rules
Consumption Drawdown
Billing Activation Rules
High Watermark Usage
Dynamic Usage Classes
Usage Event ReRating
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

5

Usage Buckets Overview
Multi-Class Bucket Tier Calculation
Billing Activation Rules
Base Buckets Screen
Usage Buckets Screen

Developer

7

API Logging
Response Data
Update Requests
Deep Search – Related Objects
Search Requests
PATCH, POST, PUT & DELETE
Tokens & Authentication

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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Dates in LogiSense Billing
Proration Logic in LogiSense Billing
Rounding Behavior

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