IN THIS ISSUE
Question Of The Month – How does advance billing work in EngageIP?
Feature Of The Month – Mass updating of next bill dates
Tip Of The Month – Role Security – Have you updated / reviewed yours lately?
Enhancement Of The Month – Price Plans – Automation of Price Overrides
How does advance billing work in EngageIP?
There are two types of advance billing in EngageIP, one allows you to bill out a prorated value for a service newly added and its full next month fee on the same invoice. This option is on services and is described in KB article #329.
The second advance billing type is where you want to invoice customers 10 days in advance of their billing date so that they receive their invoice prior to their service period starting. This type is described in KB article #361 and is set on the customers bill group.
Mass Updating of Next Bill Dates
As of the latest release (8.2.7.5) you now have the option to update next bill dates across multiple sub accounts from the parent account. This option is on the tools tab and allows you to select the accounts and next bill dates you wish to update and bulk edit them. This is a great option when you have more than 5 or 10 sub accounts that you need to adjust bill dates on. See KB article #464 for more information
Role Security – Have you updated / reviewed yours lately?
It is recommended that you regularly perform security audits on EngageIP and your network surrounding EngageIP. You should have a scheduled plan in place to review these, whether it be monthly or even weekly. To ensure that your EngageIP is secure, please review your role security configuration. Role security is outlined in KB article #276 and some example configuration on how to handle employee turn over is located in KB article #429
Price Plan – Automation of Price Overrides
Price Plans allow you to apply price overrides across multiple accounts without the need to go to each individual account and package to apply a discount. For detail on this, please see KB article #465
