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Summary

Account setting is used to define account related configurations for e.g. Contact Types, Status Types and Account types. Once configured, these will be available for Account entities as required for configuring the account status , contacts and account type for an Account or Company.Account status types allow you to define what statuses an account can be in (Pre-Active, Active, Suspended, etc.). When creating account status types you select one of four back-end statuses which will determine if the account status type is billable and if the can set the status type to be billable or non-billable as well as specifying if an account can be modified while it is in the status you have created. The behavior of the back-end statuses is explained in more detail below.

In this example an an Account Status Type of ‘PreActive’ will be created which is non-billable but can be modified (have packages added and other changes made to the account).

For additional details on the fields presented on this screen see the the Account Status Types guide.

Contents

Prerequisites

• N/A

Process

1. Log into your Logisense Billing application

2. Click on the “Setup” menu then Users and Accounts. Then click on Accounts.

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3. Under Accounts settings, Click on Status Types

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Add an Account Status Type

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Under the Account Status Types heading, click the '+' icon

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Prerequisites

• Account status types can be setup immediately, there are no prerequisite configuration steps.

Sample Configuration

Adding an Account Status Type

1. Log into the LogiSense Billing application

2. Click on the Setup menu, Users & Accounts and then Accounts

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3. Under Accounts click on the Status Types tab in the upper right

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4. Under the Account Status Types heading, click the  icon

5. In the Add Account Status Type section populate the settings as follows:

   1. Name ‘PreActive’

   2. Default enabled (automatically set this status on the Add New Account screen)

   3. Status as ‘Non-Billable’ (so that charges don’t apply to an account in a PreActive status)

   4. Prevent Changes unchecked (so that the account can be modified while in the PreActive status)

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6. Click Save to add the account status type.

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Result

Once saved,

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the PreActive status

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will be

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Delete an Account Type

1. Under the Account Status Types heading, select the account status type you wish to delete. For e.g. Account Status Type : “test” is selected to be deleted as shown in the image below

2. Under the same Account Status Types heading click the below delete icon

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3. On the confirmation dialog that appears select Yes. Selected Account Status Type will be deleted.

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Next Steps

<<documentation team task: link to next configuration article>>

Related Guides

<<documentation team task: link to API guide which covers the same config process>>

<<documentation team task: link to Data Import guide which covers the same config process>>the default value in the Status field when adding a new account.

Account / New screen

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Next Steps

• Once account status types are configured you can define the contacts types that accounts can contain. See the Contact Types Configuration Example for an example of how to setup a contact type