Overview

Overview

The Varibill User Interface is a web-based platform for managing the full billing lifecycle, from data collection through to invoicing, posting, and reporting. It is accessible at https://ui.varibill.com.

This section provides an introduction to the platform’s layout and the key areas you will work with. For instructions on logging in for the first time, see First Login and Access.

Dashboard

After signing in, you land on the Dashboard. The Dashboard provides a summary view of recent billing activity, source collector status, and key metrics for your tenant.

Navigation

The main Navigation menu is accessed from the top-left of the screen. It organizes the platform into the following areas:

Each area is described in more detail below, with links to the relevant documentation.

Admin

The Admin section controls who can access the platform and what they can do.

• Roles – Create roles, assign permissions, and manage which users belong to each role. See Roles and Permissions.
• Users – View and manage user accounts for your tenant, and assign roles to individual users.

Billing Data

The Billing Data section is where usage, cost, and entitlement data enters the platform.

• Source Collector – Configure and manage the automated collectors that retrieve data from external systems. See Introduction to Varibill Source Collectors and Configuring a New Source Collector.
• Source Data – Review, validate, and manage the rated and unrated data collected by your source collectors.

Billing

The Billing section covers the end-to-end billing process.

• Billing Cycle – Process billing runs to generate invoices from collected data.
• Billing Document – View, manage, and export generated invoices and credit notes. See How to Create Once-Off Invoices and Credit Notes and How to Reverse Invoices & Credit Notes.
• Post Billing – Post finalized billing documents to your accounting system.

Clients

The Clients section is where you manage the organizations or individuals you bill.

• Client – Create, edit, and manage client records including contact details, addresses, and invoice grouping preferences. See Create and Manage Clients.

Contracts

The Contracts section defines the commercial relationship between you and your clients.

• Client Identification – Manage client identifier mappings used to link collected data to the correct client.
• Contract – Create and manage contracts that define the billing terms for each client.
• Contract Price – Configure contract-level pricing overrides.
• Contract Service – Assign products and services to contracts.
• Minimum Commit – Set minimum commitment values for contracts.
• Term – Define contract term periods.

File Management

The File Management area supports structured data imports. Use it to download templates, upload data files, and review validation results. See File Management.

Markets

The Markets section manages financial reference data.

• Currency – Define the currencies used across your billing operations.
• Forex – Configure foreign exchange pairs.
• Forex Rates – Manage exchange rates for currency conversions.

Products

The Products section defines what you sell and how it is priced.

• Cost Price – Set internal cost prices for products.
• Pricelist – Create and manage price lists that group selling rates.
• Product – Define the products and services available for billing.
• Product Master – Manage master product definitions.
• Selling Rate – Configure the rates charged to clients for each product.
• Tax Group – Define tax groups and tax rates applied to billing.

Reports

The Reports area provides pre-built reports for billing analysis and operational insight. See Reports Overview and Generating Reports.

Available reports include:

• Billing Comparison Report
• Effective Date Selling Rates Report
• Monthly Revenue Movement Report
• Profitability Analysis Report

Sales

The Sales section manages sales team records.

• Sales Person – Create and manage sales person records for commission tracking and reporting.

Tenant

The Tenant section controls platform-wide configuration for your organization.

• Authentication – Manage authentication settings and identity provider configuration. See Authentication.
• Accounting & Billing – Configure the connection to your accounting system. See What is the Varibill Accounting Connector.
• Document Template – Manage invoice and report templates.
• Email Service – Configure email delivery settings for system-generated communications.
• Tenant Detail – Manage your organization’s core details, banking, billing settings, and report branding. See Manage Tenant Detail.

Common Grid Features

All list screens across the platform share a consistent grid layout with built-in tools for searching, filtering, sorting, grouping, and exporting data.

For a full guide to using these features, see Working with Search, Filters and Grouping.

Permissions

Access to each area of the platform is controlled by the role-based permission model. If you encounter a “Permission Required” notice when navigating to a page or performing an action, contact your tenant administrator to request the necessary permissions.

For details on how permissions work, see Roles and Permissions.