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 embedded devices.

To configure billing codes for Xerox 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 immediately after authentication. If the user has only one associated billing code, then the prompt is suppressed, and the billing code is automatically applied to the job.
  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.
    Billing codes assigned via the workstation popup, or prompted for at job release (at the device) will not be recorded when tracking print jobs through Xerox Network Accounting. See Print Tracking Using Xerox Network Accounting for details.
  4. Select the Billing code prompt details you want to display at the MFPs.
    • Required field – The user must enter a billing code. Users with only one billing code are not prompted for a billing code even if the Required field option is selected. Instead, the embedded device acts as if the user has entered one. If this option is not selected, and the user does not have an associated billing code, they can enter a “blank” billing code to continue.
    • 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 Xerox embedded devices.
    • Default to the previous billing code – Does not apply to Xerox embedded devices.
  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.