Miscellaneous Billing Profile
Use the Miscellaneous Billing profile to enter and modify settings related to the module.
Menu path
From the Billing and Receipts menu, select System Administration. From the Profiles menu, select Miscellaneous Billing Profile.
The profile includes your organization name, unapplied credit information, accounting, aging, and pertinent processing dates. Unapplied credits are caused by overpayment situations.
The profile is set up at installation and can be updated when needed.
Create or update the profile
On the Miscellaneous Billing Profile Record page, complete or update the fields. For details, refer to the Fields and descriptions section of this page.
Click Accept.
Fields and descriptions
System
Set up general system information, such as your organization name, the system name and version, and the software vendor name.
Field | Description |
|---|---|
Client Name | Name of your organization or company. The limit is 59 characters. |
System Name | Name of the system being used. In this case, Miscellaneous Billing. The limit is 40 characters. |
Version | Version of the system. It is recommended to enter the major version of the PowerSchool ERP software, for example 23.10. The limit is 11 characters. |
Company Name | Name of the company that supplied the system, for example PowerSchool. The limit is 40 characters. |
Accounting
Credit
Assign the fund and account for unapplied credits.
Unapplied Credit Fund - The limit is eight characters.
Unapplied Credit Account - The limit is eight characters.
Cash Based
Select the checkbox if you use cash basis accounting.
Autonumber
The Autonumber section provides options to number invoices and customers automatically.
Autonumber Invoices:
Y - Autonumber Invoices: Invoices will be prefixed by the appropriate service code
N - Manually Number Invoices: Invoices must be numbered by users
O - Optional Autonumber Invoices: Invoices can be manually numbered or, if left blank, they will be auto-numbered by the system.
Autonumber Customers checkbox
Next Customer: Displays next available system-generated customer number if Autonumber Customers is selected. Display only.
Aging
Aging buckets in the profile determine the number of days that should elapse before an invoice moves into a specific aging bracket. You may enter up to four. We recommend using 0, 30, 60, and 90 days if you do not manually age your accounts monthly. Otherwise, you can use 30, 60, 90, 120 if you run the aging process monthly. You should run the aging process if you are charging penalties and interest.
The limit for each aging bucket field is five digits.
Use the aging function for penalties. When the account moves from one aging bucket to another, the penalty adjusts accordingly. The Last Aging Date displays based on the buckets you enter.
Other
You may also set up other system parameters, such as the maximum number of lines to print on an invoice and the default service for invoices. This is different for z-fold and full-page invoices. The system tracks and displays the last statement date and last purge date.
Field | Description |
|---|---|
Maximum Lines On Printed Invoice | Enter the maximum number of lines to print on an invoice page. If an invoice contains more lines than the maximum, it will generate a second or additional pages. The maximum value is 25 lines per page. |
Default Service | This code identifies the default service for the profile. |
Allow Expense Account Billing | Option to allow expense account billing on invoices. |
Last Statement Date | Displays the date of the last generated statement. Display only. |
Last Purge Date | Displays the date of the last data purge. Display only |
Import Services
The Import Invoices section is for setting up how customer information from an imported file will be defaulted on the entity records created.
Default Entity Type | Select the default entity type for invoice imports. The selection is set up in the Entity Types table. |
Default Address Type | Select the default address type for imported invoices. The selection is set up in the Address Types table. |
Default Mail Code | Select the default mail code:
|