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For additional details on the fields presented on this the account status types screen see the the Account Status Types guide screen help article.

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

   

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

   

4. Under the Account Status Types heading, click the  icon to add a new account status type

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)

      

6. Click Save to add the status type

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