The LogiSense Billing user interface is a single page application which allows you to configure the system, manage accounts, generate reports and more. This article will walk you through the basic aspects of the UI.
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The Navigation Menu which allows you to navigate to an account’s settings, generate and view reports, configure the system (products, usage rates, etc.) and access system operation and developer tools
The Search bar which allows you to search for accounts setup in the system or find services on accounts by searching for a usage identifier setup on the service
The Nav Icons which permit you to logout of the system, access application help related to the current screen and perform quick functions such as adding a note to account you have loaded. Note: the ‘Add Note’ option will be greyed out if you have not loaded an account
The Screen Tabs which indicate the current screen you are viewing ('Home' in this case) and additional screens that can be accessed on the menu you have loaded
Screen Layout and Details
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Above is an example of a screen loaded in the application, in this case the Account / Profile / Packages screen. The menu and screen you are currently viewing is easily determined by glancing at the navigation menu on the left (Account / Profile in this case) and the currently selected tab in the screen tab section towards the upper right (Packages in this case).
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The edit panel will indicate what values cannot be modified by displaying those values in purple text.
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Values which are required will be noted by a red stripe on the left hand side of the field.
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Modifying a value will result in the ‘[Modified]’ notification appearing in the panel as well as any modified value highlighted in orange. In this case the ‘Status’ value was switched to ‘Non-billable’ and so it is highlighted in orange text letting you know that is the value that has been changed.
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