Configuring › Accounting Configuration Options › Set Accounting Configuration Options

Set Accounting Configuration Options

You can optionally customize several options for accounting configuration. These options cover invoicing and subscription details, to meet the requirements of your organization.

To set accounting configuration options

1. Log in as a user with the Service Delivery Administrator role.
2. Click Accounting, Configuration.

   The Accounting Configuration page appears. On the left, in the Menu under the main menu, Options is selected. On the right, links appear for each category (subset) of the accounting configuration options.

3. Check the top (Welcome) line of the page for the name of the current business unit, and do one of the following:
   • To set the accounting configuration options for a different business unit, change the business unit before performing the next step.
   • To set the accounting configuration options for the current business unit, go directly to the next step.
4. Click the link for the category of options that you want to update, one of the following:
   • Accounting profile defaults
   • Billing cycles
   • General
   • Invoice engine configuration
   • Invoice methods
   • Payment methods
   • Subscription configuration

   The options appear for the category that you clicked.

5. View the options for the category, and click the Modify icon (by default, a pencil) for the option that you want to update.

   The Edit Configuration dialog appears.

6. Update the setting as required and click Update Configuration to save your update.
7. Repeat the previous steps for each accounting configuration option that you want to update.

You have set the accounting configuration options. These settings apply to the children of the business unit that you updated, according to the inheritance of configuration settings through the business unit hierarchy.