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From this screen you can configure owner specific settings such as the currencies supported under the owner, security settings, branding, mediation/rating options, invoice numbering and , locales for multilingual support and additional features. The available options are detailed below.
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Fiscal Year Starting Month: when the fiscal year starts for this ownerReal Time Usage Taxation: enables usage records to be taxed in real time instead of taxing usage during billing. Real time taxation will execute every 30 seconds or when 1000 usage charges exist to be taxed, whichever condition is met first
Bill Prepaid Adjustments: this setting allows you to control on how prepaid periods are billed. If this setting is enabled then account-packages will be billed for their entire period based on the account-package’s/account-service’s effective dates. The billing engine will determine what to charge for the period based on what billing events occur (the statuses that the account-services and account-packages are in during the period, any service activation events that occur, any discounts configured, etc.). For all of billing events related to the account-package/the account-services within the package the billing engine will determine if charges are appropriate and if so generate those charges (invoice items) based on the prices set and amount of time an account-service was in a particular status (e.g. bill X amount for the first 15 days that an account-service was in ‘pre-active’ status and Y amount for the final 15 days that that an account-service was in ‘active’ status). If this setting is disabled then only the initial prepaid package charges will be applied each billing period when the prepaid account-package is billed. Additional charges that are applicable based on changes made later in the period (account-service/account-package status changes, cancellations, refunds, etc.) will not be applied until the next billing period
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On this tab you can view, add, remove and edit the currencies setup under the owner, including the owner's default currency.
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Note: currencies cannot be deleted once they are configured on entities in the system. |
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Password Expiry: how frequently the user's password will expire (e.g. every 3 months)
Reset Period LengthValid For: how long the user will remain locked out once the 'Max Failed Sequential Logins' value has been reached
Absolute Session Timeout: defines a maximum amount of time in minutes that an AdminPortal user can use the system before being required to login again
Password History Policy:
History Length: how long previously used passwords will be remembered. This prevents password reuse within the time frame period specified
Intruder Lockout Policy:
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Minimum Length: the minimum number of characters the password can be set to
Apply Password Blacklist: allows you to restrict specific passwords from being set on a user by utilizing the BlackListed Passwords list (this list is configured under the Operations menu / Password Blacklist screen)
Only Allow Specified Characters: restrict the password to only the characters listed in the Valid Characters, Valid Numbers and Valid Symbols fields
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This area allows you to enable the Customer Portal which is included available with the LogiSense Billing Application. The Customer Portal provides an overview of account details (balance, invoices, usage details, etc.) and can be branded with your company logos and colors. Additional features can be enabled or disabled as desired such as the ability to make payments from the portal or cancel packages. Settings available in this section are detailed below.
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Enable Customer Portal: disabled by default, this setting allows you to activate the customer portal and once enabled, adjust portal settings
Large Logo: the logo that appears at the top left corner of the portal when the browser width exceeds 1280 pixels. When uploading a large logo the image must be no larger than 1 MB in size, at least 200x100 pixels in dimension and in a png, jpeg or gif image format
Small Logo: the logo that appears at the top left corner of the portal when the browser width is equal to or below 1280 pixels wide. When uploading a small logo the image must be no larger than 1 MB in size, 80x80 pixels in dimension and in a png, jpeg or gif image format
Primary Color: the color of the left side menu in the customer portal
Secondary Color: the color used at the top of the customer portal
Permission Setting:
Allow Payment Method Updates: when enabled the customer will be able to modify their existing payment method settings (e.g. update the expiry date of a credit card). This setting cannot be activated if the system hasn’t been configured to integrate with a payment gateway.
Allow Adding Payment Methods: when enabled the customer will be able to add new payment methods to their account in the customer portal. This setting cannot be activated if the system hasn’t been configured to integrate with a payment gateway.
Allow Account Payments: when enabled the customer will be able to make payments in the portal, utilizing the payment gateway configuration setup in the LogiSense Billing application. This setting cannot be activated if the system hasn’t been configured to integrate with a payment gateway.
Allow Product Cancellations: when enabled customers will be able to cancel packages in the portal
Account View: allows you to define the default account hierarchy view to be displayed in a parent/child view instead or an Invoicer view
SAML Setting
This menu allows you to enable and configure SAML settings to integrate with a third party identity provider in order to enable single sign-on (SSO) functionality. Okta and Azure AD integrations are currently supported in LogiSense Billing.
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