Billing Options allow you to change how the program handles billing information. After each evaluation, information is sent to EVP Systems that allows your monthly invoice to be generated, but no Personally Identifiable Information (PII) about the portfolio or its owner is included — only the security identifiers and the evaluation date. However, the program also stores more detailed billing information locally — the name of the portfolio, the account number, other other private data.
Billing Data Path determines which folder is used to store the local, detailed billing information about your evaluations. The drop-down shows the most common folders, but clicking the button to its right with the three dots allows you to select any folder on the machine.
Send Billing Records to will determine where the detailed billing records go after an evaluation: “None”, “Printer”, “Screen” or “Printer and Screen”. In all case, they’re stored to disk and can be retrieved later, but they can also be automatically displayed (and, from there, saved or PDF’d) or printed. If you attach a billing record to a report, this can be a handy option.
Sort Reverse Chronologically, when set to “No”, will cause the dates listed when you click Billing → View Record…, Billing → Print Month…, and Billing → Export Month… to be sorted in chronological order. Setting this option to “Yes” will cause the sorting to be reversed, so newer dates are at the top of each list.
Send Passthrough Data determines if “passthrough” data is sent to EVP Systems, to be returned to you with the spreadsheet that accompanies e-mailed invoices. This can allow you to associate charges with a particular portfolio or client, at the cost of potentially transmitting Personally Identifiable Information about the portfolio or its owner to EVP Systems. The default is “None”, but changing this option to “Filename”, “Name”, “Account”, or “Name, Account, Date, Report Type” will send the associated field or fields from the portfolio and evaluation to EVP Systems, to send back with the invoice. The option can also be set to “Custom”, which will add a field to the program’s main screen, allowing any value to be sent — for instance, cost center codes.
Print User-Defined Prices, set to “No”, shows the prices that EVP Systems charges for each evaluated security on a billing record. Set to “Yes”, billing records will show the values that you enter in the appropriate fields that appear below this option. This allows you to re-bill clients different amounts than EVP Systems bills you for each evaluation, and provide billing records that reflect those charges.