Alternate Logon Credentials for an eBilling Vendor

It is possible to have eBillingHub use different sets of logon credentials for an eBilling Vendor. If you only use one set of credentials, you only need to set up the default configuration of logon credentials. eBillingHub will use the default unless otherwise specified.

When you set up an alternate configuration, you specify a code or tag of your choice that you will use for the configuration. This might be an office name or a client name. To tell eBillingHub to use this alternate configuration of logon credentials, put the same code in a matter level user defined field (UDF). In Map Client Extended Fields, map the Extended Field ConfigurationTag to this UDF. If the value in the UDF matches the tag that's specified on eBilling Vendor Connectivity, eBillingHub will use these logon credentials when logging on to submit the invoice.

Create a New Configuration for Alternate Logon Credentials

To create an alternate configuration of logon credentials:

  1. Click *Add New* from the Please select the configuration you wish to edit drop-down list. The Please Enter a Code for the New Configuration window displays.

  1. In the New Code field, type the code or tag that you will use to identify this configuration of logon credentials and click OK. It might be an office name or a client name. This code should be populated in the matter level UDF for the matters that will use this alternate logon. This UDF is mapped to the eBillingHub extended field called ConfigurationTag.
  2. Enter the logon information and click Save. For DataCert, you will need to follow the steps at the bottom of the page to upload a certificate for this configuration.