Help CenterBillings Parametrization in Operations Management
Purpose
The Billings Parametrization module defines the rules and responsible users for auditing, financial validation, and billing notification within project operations.
It ensures that billing activities—such as invoice generation, client verification, and project-related charges—are correctly reviewed and approved before being processed.
This configuration allows for precise control over billing cycles, improves traceability, and guarantees compliance with company financial standards.
Path
Control Center → Operations Management → Billings
Accessing the Configuration
The Billings section includes three configuration areas:
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Auditors
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Financials
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Configuration
1. Auditors Configuration
Path
Operations Management → Billings → Auditors
Purpose
Defines the users responsible for auditing billing records.
Auditors ensure that billing data—such as project costs, client rates, and contractual conditions—are correct before invoices are created or finalized.
Configuration Fields
| Field | Description |
|---|---|
| Users | Selects the individual(s) authorized to perform billing audits. |
| Cost Centers | Specifies the cost centers the rule applies to (or “All” for tenant-wide scope). |
| Projects | Limits or extends audit responsibility to specific projects. |
| Self-Management | Allows the assigned user to audit their own billing data (recommended to disable for control separation). |
Example
| Field | Example Value |
|---|---|
| Users | Carla Leite |
| Cost Centers | All |
| Projects | All |
| Self-Management | Enabled |
Interpretation:
This setup enables Carla Leite to audit all billing records across all cost centers and projects.
2. Financials Configuration
Path
Operations Management → Billings → Financials
Purpose
Defines the users responsible for the financial validation and processing of billing data.
These users confirm financial values, approve billing releases, and ensure that transactions are ready for accounting purposes.
Configuration Fields
| Field | Description |
|---|---|
| Users | Designates financial controllers or billing managers with validation rights. |
| Cost Centers | Defines which cost centers are included in the financial validation rule. |
| Projects | Allows project-based validation control. |
| Self-Management | Enables or disables financial validation for the user’s own projects. |
Example
| Field | Example Value |
|---|---|
| Users | Carla Leite |
| Cost Centers | All |
| Projects | All |
| Self-Management | Enabled |
Interpretation:
Carla Leite can validate and finalize all billing transactions before integration into finance.
3. Configuration Settings
Path
Operations Management → Billings → Configuration
Purpose
Defines the lead time for billing notifications, determining when users receive alerts related to invoice issue dates.
This ensures timely awareness of upcoming billing events and prevents delays in invoicing cycles.
Configuration Fields
| Field | Description |
|---|---|
| Issue Date Notification Lead Time | Defines the number of days in advance that a billing issue notification should be triggered. |
Example
| Field | Example Value |
|---|---|
| Issue Date Notification Lead Time | 1 day |
Interpretation:
The system will notify relevant users one day before the scheduled billing issue date.
Usage
Once configured, the Billings Parametrization controls who audits, validates, and manages notifications for billing-related operations.
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Auditors ensure accuracy and compliance before financial validation.
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Financials users approve and finalize billing entries for processing or integration.
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Lead time notifications ensure billing deadlines are met without delays.
This promotes operational efficiency, improves financial accuracy, and enhances customer billing experience.
Best Practices
- Assign separate users for audit and financial roles to maintain proper internal controls.
- Regularly review the Issue Date Notification Lead Time to align with billing cycles.
- Use cost center and project filters to restrict billing control to specific domains.
- Limit Self-Management to trusted billing administrators.
- Periodically audit billing logs to ensure compliance with financial policies.
Summary
| Item | Description |
|---|---|
| Feature | Billings Parametrization |
| Location | Operations Management → Billings |
| Objective | Define billing audit, financial validation, and notification settings |
| Key Sections | Auditors, Financials, Configuration |
| Key Fields | Users, Cost Centers, Projects, Self-Management, Issue Date Notification Lead Time |
| Typical Users | Billing Managers, Financial Controllers, Project Accountants |
Related Articles
Transactions Parametrization in Operations Management
Invoicing Parametrization in Operations Management
Finance Management – Cost Center Setup
Timesheet Parametrization in Operations Management