Billing is the Trio module around which all others are connected. Billing contains all of the AR, invoicing, and customer support and management features.

Core Company Information

  • Trio stores and utilizes a great deal of information regarding your company in order to more efficiently and effectively bill and manage your customers and radio systems
  • Company IVE (Input-View-Edit)
    • Multi-company aware. Multiple companies can be accessed from one installation of Trio. Additional database and hardware requirements apply along with additional licensing fees
    • Stores Company Name, Address, Phone, Email, Shipping Info, Customer Care contacts, Billing Options, etc. per company
    • Define and open/close accounting periods (monthly, quarterly or yearly) manually or automatically
    • Assign General Ledger accounts as required by Trio
    • Set up aging periods
    • Create and manage Company Subsidiaries
  • Vendor/Dealer IVE screen
    • Create and manage multiple dealers, vendors, repair shops, etc.
    • Stores Name, Address, Phone, Email, etc. per dealer
  • Salesperson IVE screen
    • Create and manage multiple salespeople for use with basic commissioning features and reporting
    • Store Name, Address, Phone, Email, etc. per salesperson
  • Churn Codes IVE screen
    • Allows the setup of churn reasons. (codes to define why radios/units are activated or deactivated)
  • Geo Codes IVE screen
    • Allows the setup of geo codes to define specific geographical regions such as counties. This is useful for generating reports based on such regions
  • SIC Codes IVE screen
    • Standard Industrial Classification codes for categorizing customers’ type of business
    • Trio comes with a standard list of codes, but the SIC IVE provides an easy way to minimize the list to fit your needs
  • Languages IVE screen
    • Setup available languages that can be assigned to a Trio customer
    • Invoices can be generated using an invoice layout specific to each language
  • Billing Frequency/Cycles IVE screen
    • Set up Billing Frequencies and cycles for use with the Invoicing run
  • Vendor Types IVE screen
  • Customer Types IVE screen
  • Chart of Accounts screen
    • Set up basic Chart of Accounts for use throughout Trio
    • Store Account Number, Name, Asset Type, Balance Type, Child Accounts, etc.
    • View Balances and History of each account
    • Create Asset, Liability, Expense, Income, Equity, and Cost of Goods Sold accounts
  • Tax Entity IVE screen
    • Create and manage individual tax entities, such as state, local, federal sales tax entities
    • Specify Tax Percent or Amount, Tax Type, General Ledger account for each entity
  • Tax Groups IVE screen
    • In conjunction with the Tax Entity IVE, allows the user to set up groups of taxes for use in specific cities or geographical areas that have different sales tax amounts
  • Charges IVE screen
    • Create and manage customer level recurring or one-time charges that can be billed to customers
  • Exchange Rates
    • Used by Trio’s multi-currency capabilities to create exchange rate information
  • Discounts IVE screen
    • Create and manage discounts that can be applied to customers on a recurring basis
    • Line-item discounts which discount specific line items of invoices
    • Bottom-line discounts which discount the entire invoice
    • Exclude specific line-items from a bottom-line discount
    • Discounts are taken as a percentage off
    • Various options available for determining the lifetime of the discounts (End Date, number of invoices, single invoice, etc.
    • Set up a secondary customer to be billed for any amounts discounted
  • Service Request / Trouble Ticketing IVE screen
    • Track a service request for a radio or system through 3 stages. (Create, Repair, Close)
    • Capable of storing any pertinent information and comments regarding the request, along with easy viewing of requests at any stage
  • Custom Letter Wizard
    • Similar to Microsoft Word’s Mail Merge feature, create batches of Microsoft Word documents using Trio customer and other data
    • By defining a Microsoft Word document with macros, Trio can create a batch of documents for a group of customers

Customer Care Features

  • Access to all Customer information from one screen
  • Customer information IVE screen
  • Automatically generate new Customer IDs based on existing Customer IDs.
  • Customer Contact List: A quick reference to all Customers and their contact information
  • Memo IVE
    • Create memos pertaining to each customer
    • Easily view any and all memos via the MemoView sidebar
    • Automatically creates reminder in Microsoft Outlook for each memo
  • Simple Customer search by Name, Customer ID, City, State, System Type, Phone Number, etc.
  • Store basic contact information such as Customer Name, Phone, Fax, Email
  • Store multiple billing and shipping addresses per customer and set default address for each
  • Assign and manage various billing options per customer. Such as Invoice Detail and Language, Billing Frequency, Next Bill Date, etc.
  • Assign and manage other customer information such as Tax ID, P.O.# and End Date, Tax Group, Tax Exempt Status, Dealer, Salesperson, SIC Code, etc.
  • Set Customers as Parent customers and assign other Trio customers as their children
  • View and manage recurring charges assigned to the customer
  • View and manage discounts assigned to the customer
  • Easily access Payments, Orders, Credit Memo, and Debit Memo IVE screens listing only the current customer’s documents
  • Generate Welcome and Contract End letters
  • Manage recurring and one-time invoice comments
  • Disable/Enable Customer to stop/start their billing
  • Transactions IVE screen
    • Lists all transactions posted to a customer’s account and displays the account’s total balance
    • Includes Invoices, Payments, Credit Memos, Debit Memos, and Beginning Balances
    • Easily access and view any listed document with one click from the Transactions screen
  • Financials IVE screen
    • View high-level overview of customer’s financial statistics
    • Shows Average Days to Pay and Financial Aging figures
    • Shows Year to Date, Last Year, and Lifetime figures of Sales, Invoices, Payments, and Credits
  • Create and manage Beginning Invoice amounts for the importing of customers who have previously been billed outside of Trio
  • Integrated with Trio’s TreeView sidebar to easily access any radios/units assigned to customer
  • Pop-up Calendar
  • Quick access to calculator
  • Integrated Help System
  • Email a customer from the Customer IVE screen. (Requires internet access and an email client to be installed on Trio workstation.)
  • Customer Contract Management.
  • Adjustable Contract Length.
  • Customer VIP and Status

Basic Commissioning

  • Vendor/Dealer IVE screen
    • Create and manage multiple dealers, vendors, repair shops, etc.
    • Stores Name, Address, Phone, Email, etc. per dealer
  • Salesperson IVE screen
    • Create and manage multiple salespeople for use with basic commissioning features and reporting
    • Store Name, Address, Phone, Email, etc. per salesperson
  • Create and define Incentive Bonuses for specific types of sales
  • Create commissions and groups of commissions for sales of specific item types (radios, templates, etc)
    • Assign fixed or percentage commission amounts
    • Assign basic criteria for assigning commissions
  • Inventory items can be defined as commissionable or not

Basic Inventory Module

  • Inventory IVE
    • Store basic information on inventoried items including picture of item
    • Assign default price for when item is sold/rented
    • Track basic statistics on each item model
      • Quantity on hand, on order, etc.
      • View inflow/outflow for each month
      • Standard, average, and last cost
      • Standard, average, and last price
      • Inventory value at standard, average, and last cost
    • View list of documents (invoices, etc.) which include model
  • Inventory Items IVE
    • Store information about each individual inventory item such as Serial Number, Cost, Price, Notes, Origin information, Usage Information, Custom data

Invoice Generation

  • Invoice customers on a monthly, quarterly, semi-annual, or annual basis per customer
  • Create one-time (Point of Sale) invoices for non-recurring charges
  • Specify language preference for each customer and print their invoice in that language every billing cycle
  • Choose detail or summary invoices, depending on each customer’s preference
  • Modify our document templates to suit your company’s specific needs
  • Delete fully paid invoices (automatically, after 1 year, 6 months, etc.; manually).
  • Set up Invoicing periods
  • Set individual dates for each billing frequency
    • Up to 4 monthly invoice cycles permitted
    • Up to 4 quarterly invoice cycles permitted
    • Up to 6 semi-annual invoice cycles permitted
    • Up to 12 annual invoice cycles permitted
  • Maintain Invoicing options
    • Prorate new charges
    • Reverse prorate deactivations, disabled billing
  • Preview invoices
  • Post-view invoices for reprinting
  • Edit pending invoices
  • Print batches of invoices

Basic Invoicing Module

  • On Invoicing days, a message can be sent asking permission to begin an invoicing run.
  • Utilizes SAP Crystal Reports as the basis for its reports to create professional invoices complete with logos, comments, etc. (print, email, fax)
  • First page is summary with tear-off payment voucher
  • Secondary pages are detail, selectable by customer, down to individual radio level
  • Meets Latin American invoicing requirements
  • Basic Accounts Receivable (AR) system
  • Quotes IVE
    • Create quotes for potential customers and refer to them when filling order
  • Orders IVE
    • Add line items for any inventory items, radio templates, radio services, etc.
  • Debit Memos IVE
  • Trio Uber Wizard
    • A wizard to guide you through the order invoicing process
    • It follows a logical pattern in order to make sure all information is entered and in the order to have successfully provisioned units, every time
  • Basic Payment Entry system
  • Basic AR Aging reporting
  • Records created with General Ledger detail for all charges

Reporting Module

  • Includes more than two dozen standard reports accessing and displaying data from all portions of the application
  • Ranging from simple listings of customer information, to detailed airtime reports, they provide quick and simple access to professional reports
  • Each report has a custom list of parameters from which to narrow and select the data to be displayed in the report
  • In addition to core Trio reports, each radio system type comes with a number of reports specifically made for that type
  • Utilizes SAP Crystal Reports as the basis for its reports
  • Report results may be exported as PDF, Excel, HTML, and other formats
  • Custom reports are easily created

Background Processing of Airtime Files

  • Allows near-real time airtime analysis and billing
  • Integrates with Genesis GenGET software to process and bill group, private, and interconnect airtime use. (Requires SMARTZONE or Dimetra Trio system modules)
  • Integrates with Genesis GenWatch3 software to process and bill group, private, and interconnect airtime use. (Requires SMARTZONE or Dimetra Trio system modules)
  • Applies new charges against Customer pre-pay

Fixed Fee Calculation

  • Allows automatic prorating of normal monthly fees for initial contract start (can be turned on or off, according to your company preference)
  • Fixed fees are assessed to a unit in advance for the entire billing period (week, month, quarter, etc.)
  • Master Customers can be created as a cosigner for Child Customers. Master Customers can have separate billing addresses from Child Customers and receive a summary invoice of all Children’s balances
  • Bill Account level Fees that are one-time or monthly recurring charges
    • Can be used for billing set up fees, charging for customer web access, anything that applies to the entire account
  • Bill for batteries, accessories, etc.