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The JIFFY.ai Billing Platform - An Overview
Getting Started
The Roles in the System
The Users in the System
Structuring the Organization Units
Language Support and Audit Logs
Visual Settings and Settings
The Interested Parties
The “Interested Party Profile Summary” Page
The "Billing Account" Page - Section 1
The "Billing Account" Page - Section 2
The "Payment Account" Page
Collect Payments
Configuring the Fee Types
Configuring the Count & Forfeiture Types
Configuring the Tenant Settings
A Plans and Its Features
The Plan List Page
The Plan Summary Page
The Plan Snapshot Section (Plan Summary Page)
The Fee Schedules (Plan Summary Page)
Add Ad Hoc Fee (Fee Schedules Section)
Add Fee (Fee Schedules Section)
Configure Fee Min/Max (Fee Schedules Section)
Fee Min and Max Listing Section (Plan Summary Page)
The Security List Section (Plan Summary Page)
The Various Reports in the System
The Data Export Functionality
JIFFY.ai Billing Software Documentation
Overview
Getting Started
Users Roles
Users
Organizational Units
Language And Audit Log
Visual Settings And Settings
Interested Parties
Interested Party Profile Summary
Billing Account Section-1
Billing Account Section-2
Payment Account
Collect Payments
Configuring Fee Types
Configuring Count Forfeiture Types
Configuring Tenant Settings
The Plans
Plan List Page
Plan Summary
Plan Summary Snapshot
Fee Schedules
Add Ad Hoc Fee
Add Fee Schedule
Fee Schedule Min & Max
Min & Max Listing
Security List
Reports
Data Exports
FAQ
Next topic:
The Jiffy Billing Platform - An Overview
JIFFY.ai Billing Software Documentation
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Overview
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The Jiffy Billing Platform - An Overview
What is the Jiffy Billing Platform?
How does this User Guide help?
The System Requirements
Web Browsers
Getting Started
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Getting Started
Logging into the System as a First Time User
Subsequent Logins to the System
Users Roles
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The Roles in the System
The Default Roles
Permissions on the Various Features
The “Roles” Page
Listing / Viewing the Roles in the System
Creating a Role and Providing Permissions
Filters to List Roles by Permissions
Actions on a Role
Users
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The Users in the System
Who are the System’s Users?
The “Users” Page
Listing / Viewing the Users in the System
Creating a User
Exporting Users List to Excel
Filters to View Users by Roles or Permissions or Both
Sorting the Users List
Actions on a User Profile
Organizational Units
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Structuring the Organization Units
What is an Organization Unit?
The “Organizational Units” Page
Listing / Viewing the Organization Units and Members
Creating a New Organization Unit
Editing an Organization Unit
Deleting an Organization Unit
Adding Members to a Root Unit or Sub Unit
Deleting Members from a Root Unit or Sub Unit
Language And Audit Log
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Language Support and Translation
The Audit Logs
Visual Settings And Settings
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Updating Visual Settings
Features of Visual Settings
Updating the Settings
Features of Settings
Interested Parties
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The Interested Parties
Who are the Interested Parties in the system?
The “Interested Parties” Page
Listing / Viewing the Interested Parties
Creating a New Interested Party
Exporting the Interested Parties List to Excel
Filters to List Interested Parties Categorically
Sorting the Interested Parties List
Deactivating an Interested Party
Interested Party Profile Summary
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The “Interested Party Profile Summary” Page
Editing an Interested Party Profile
The Account Details
Adding Notes
History of Updates Made on the Interested Party Profile
Billing Account Section-1
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The “Billing Account” Page (Section 1)
Viewing the Past Invoices
Exporting the Past Invoices List to Excel
Edit Invoice Method
Edit Bank Instructions
Edit Invoice Standard Messages
Total Outstanding Amount of all Invoices
Filters to List Past Invoices Categorically
Sorting Past Invoices
Billing Account Section-2
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The “Billing Account” Page (Section 2)
Creating Ad Hoc Invoices
Viewing an Invoice and its Transactions
The Life Cycle of an Invoice
Payment Account
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The “Payment Account” Page
Viewing the Past Payment Statements
Edit Payment Method
Edit Bank Instructions
Edit Payment Messages
Total Outstanding Amount of all Payment Statements
Filters to List Past Payment Statements Categorically
Sorting Past Payment Statements
Creating Ad Hoc Payment Statements
Viewing a Payment Statement and its Transactions
The Life Cycle of a Payment Statement
Collect Payments
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Collect Payments
The “Collect Payments” Page
Viewing the List of Invoices
Filters to List the Invoices Categorically
Reconciling / Allocating Payments (+Make Payment)
Viewing an Invoice and its Transactions
Configuring Fee Types
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The Fee Types
The Fee Calculation Matrix
The Fee Calculation Matrix Detailed
Examples of Flat Rate and Tiered Rate Calculations
The “Fee Types” Page
View the List of Fee Types
Create a Fee Type
Editing a Fee Type
Deleting a Fee Type
Configuring Count Forfeiture Types
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Configuring the Count and Forfeiture Types
The “Count Types” Page
The “Offset Types” Page
Configuring Tenant Settings
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The “Tenant Settings” Page
The “Invoice” Messages Section
The “Payment” Messages Section
Any messages that need to be defined in a Payment Statement can be defined using this feature. It lets you set standard messages on the Payment Statements.
The “Offset Hierarchy” Section
The Plans
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A Plan and Its Features
The Plans in the System
The Plan Accounts
Plan Securities and their CUSIP Numbers
Security Exclusions
The Pro Rata and Per Capita Allocation Defined
The Fee Schedules in a Plan
The Fee Minimum and Maximum Rule
Plan List Page
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The Plan List Page
Viewing the Plan List
Exporting the Plan List to Excel
Filters to List Plans Categorically
Sorting the Plan List
Plan Summary
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The Plan Summary Page
Editing a Master Plan or Plan
Linking and Unlinking a Plan and a Master Plan
The Plan Snapshot
Fee Scheduling
Fee Minimum and Maximum Listing
The Security List (Only in Plans)
Plan Summary Snapshot
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The “Plan Snapshot” Section (“Plan Summary” Page)
Account
Revenue
Forfeiture
Count
Fee Schedules
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The “Fee Schedules” Section (Plan Summary Page)
View List of Fees Scheduled
Filters to List the Fees Categorically
Adding an Ad Hoc Fee to a Plan
Adding a Fee to a Plan
Configuring a Fee’s Minimum and Maximum Limits
Editing a Fee
Fee Log and Fee Re-Run
Terminating a Fee
Removing a Fee
Audit Log of Fee
Add Ad Hoc Fee
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Add Ad Hoc Fee (“Fee Schedules” Section)
Step 1: Add Ad Hoc Fee
Step 2: Billing Allocation
Step 3: Payment Allocation
Step 4: Finish
Add Fee Schedule
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Add Fee (“Fee Schedules” Section)
Step 1 - Fee Type
Step 2 - Configure Fee
Step 3 - Fee Amount
Step 4 - Security Exclusions
[Only for Plans]
Step 5 - Billing Allocation
Step 6 - Payment Allocation
Step 7 - Schedule Fee
Fee Schedule Min & Max
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Configure Fee Min & Max (“Fee Schedules” Section)
How the “Fee Allocation Type Override” Works
Min & Max Listing
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The “Fee Min and Max” Section (Plan Summary Page)
Listing of Fees with the Min/Max Rule Defined
Sorting the Min Max List
Editing a Fee Min and Max Rule
Security List
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The “Security List” Section (Plan Summary Page)
Fetch Data from Feed
Listing of all Plan Securities
Exclude Security at the Plan Level
Reports
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The Reports Functionality
The Various Sections with their Reports
Features as per Requirement on the Report Pages
Data Exports
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The Data Export Functionality
The List of Data Export CSV Files
Participant Plan Debit Fees
General Ledger: Accrual File
General Ledger: Receivable File
General Ledger: Plan Debit (Cash Receipts)
General Ledger: Invoiced & Ad Hoc (Cash Receipts)
Memo Post File
Invoice Feed Index
Plan Fund Equalization
Revenue Offset
Cash Receipt Equalization
Forfeitures Used for Offset
FAQ
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Frequently Asked Questions
Next topic:
The Jiffy Billing Platform - An Overview