Managing billing codes
About
| You use the Billing Codes list to create and manage a list of billing codes (also called project codes), their structure, and their assignment to individual users, cost centers, or user roles. In order to track outputs per project, after you create billing codes, the user must select a billing code from the Billing Codes list each time he/she makes any prints or copies.
| At Glance
|
This page provides an overview of how to manage billing (project) codes via the YSoft SafeQ 5.0 Web Interface. Information and screen descriptions vary according to your YSoft SafeQ configuration and/or license.Displaying the Billing Codes list
In the YSoft SafeQ Web Interface, select Projects > Billing codes.
Working with billing codes
To add a first-level billing code, click 
.
To add sub-level billing codes, click 
. To edit an existing billing code, click 
. To delete an existing billing code, click 
.
When you add or change multiple billing codes, to save all the changes you made in the Billing Code list, click 
.
When you change only one billing code, to save the changes for only that billing code, click 
.
To cancel changes, click 
.
To view billing code information or to assign billing codes to users, roles, or cost centers, click 
.
For more information about creating new billing codes, see Creating and assigning billing codes.
Searching for and displaying only specific billing codes
You can use filters to search for and display specific billing codes. To activate a filter, click 
.
Enter the complete billing code number, the partial number, or the billing code's description; then click Search to search all the existing codes.
Assigning a billing code to a user
To edit a user's billing codes, select User > Billing codes; then click Assign billing code to user.
To assign a billing code to a user, click the billing code (for example, 1 Desert).
About billing code inheritance
You can assign billing codes to users, roles, or cost centers. Users inherit billing codes from roles and cost centers.
If you do not assign a specific billing code to a user, the user inherits the default billing code from a role or a cost center.
Assigning default billing codes
You can assign a default billing code to users or cost centers.
You can also assign a default billing code directly to a specific user:
To assign at least one billing code to a user, edit the user and use the Billing codes option (User > Billing codes).
When the user has no default billing code assigned, she can inherits the default billing code from a cost center if assigned.
To assign a specific default billing code to a user:
Select a billing code from the Billing Code list. (This list includes billing codes assigned to users, cost centers, and roles.) Once you select a specific default billing code for the user, that billing code overrides the cost center's default billing code.
To assign a cost center's default billing code to all members of the cost center:
When you change the cost center's default billing code, check the option Set as default value for all cost center members. This causes specific default billing codes set for users to be deleted from user settings and users' default billing codes will be inherited from the current cost center.
Automatically applying default billing codes at devices
If a user has only one billing code assigned or inherited, this billing code is automatically the billing code by default. In this case, the device does not display a billing code selection option and automatically uses this default billing code.