Configure billing code popup behavior

Client Billing prompts users at the workstation for a billing code each time they attempt to print a document. These prompts are referred to as “popups”. You can configure the behavior of the billing code popup on workstations and on embedded devices.

You can prompt users for billing codes after they authenticate themselves at copiers. This is useful so that you may track jobs and bill-back clients at the device level. The billing code prompts are highly customizable and you may choose optional display fields for a user’s account.

To configure billing codes for ApeosPort-IV devices, do the following:

  1. In Web System Manager, go to System Configuration > Global Configuration Settings > Configuration > User Interaction > Session flow.
  2. Select Prompt for billing code after user identification (at copiers) if you want the user to enter a billing code before they can access the MFP functions. If the user has only one associated billing code, then the prompt is suppressed, and the billing code is automatically applied to the job.
    Note: If a user logs on to a Xerox Smart Card configured device to copy, scan or fax, then the Billing code prompt is not available since user authentication is performed through the Smart Card solution, not through Equitrac.
  3. Select Prompt for billing code at job release (at copiers) if you want the user to enter a billing code before they can release a print job. If the user has only one associated billing code, then the prompt is suppressed, and the billing code is automatically applied to the job.
  4. Select the Billing code prompt details you want to display at the MFPs.
    • Required field – User must enter a billing code. If this option is not selected, the user can enter a "blank" billing code.
    • Search – Adds a Search function where users can search for billing codes.
    • Security mode – Displays the Billing code in asterisk characters.
    • Show most recently used – Does not apply to Fuji Xerox devices.
    • Default to the previous billing code – Does not apply to Fuji Xerox devices.
    Note: Users with only one billing code are not prompted for a billing code if the Required field option is selected. Instead, the embedded device acts as if the user has entered one. If a billing code is NOT required, the user is prompted for one, but does not need to enter a billing code to continue to the MFP Service screen.
  5. Enter a name for the Billing code label on the MFP panel (e.g. Billing Code).
  6. The Billable options (Prompt for billable and Billable label) does not apply to Xerox® ECSP embedded devices.
  7. Validate billing codes against CAS when it is available and/or unavailable (at workstations only) in their respective fields.
  8. Click Apply to save the settings.