Charge Mappings Management

This screen, available in the Charge Mappings menu (Management section), gathers into a single table all the special billing rules that have been created for your account: charge reassignments to another company, exclusions of specific products for a client and cost-tracking-only entries without billing. From here you can review at a glance which rules exist and delete them when they no longer apply.

Important: this screen is not the "Reassign Charges"/"Cross-Map Product" popup that opens from Ready to Invoice. This is the dedicated menu screen where you view and manage all those already-saved rules, regardless of which screen they were created on. If you're looking for how to move a product's charges to another company, see the related page Reassign Charges to Another Company.

Company reassignment rules no longer exist. The old "Cross-Map Company" rules were retired and converted into client records, so you will not find that type here any more. To bill a distributor company to a given PSA client — including several companies on the same PSA client — use Client Management.

Company exclusion rules no longer exist either. Whether a whole company is billed is decided by the Do Not Invoice checkbox on its client record (Edit Company), and a company that is not assigned to any client is never billed in the first place. The old ExcludeCompany rules were converted into that checkbox, so you will not find them here any more.

When to use this screen

• When you want to review which reassignment, exclusion, or cost-tracking rules the tenant has configured.
• When you need to undo a previous rule (for example, re-including a product that had been excluded for one client, or deleting a reassignment that no longer applies).
• When you want to export the full list of rules to review it outside the system.

What it shows

The screen presents a table with one row per saved rule. The columns are:

The "Id" column exists internally but is not shown on screen.

What each rule type means

Read the "Says" column before deleting a rule. A rule answering No is not a rule doing nothing — it is the thing keeping a client billed on a product that everyone else has excluded, or billed normally on one that everyone else has bundled. Deleting it lets the product setting apply again, so that client goes back to being excluded or bundled.

To see the outcome line by line instead of rule by rule, the Include and TCO columns in Prepare Billing show what each charge will actually do, and their tooltips say which level decided it.

Available actions

• Search bar ("Search assignment charges..."): filters the table in real time by text, searching across all visible columns (type, integration, companies, product, and Id).
• Column headers: let you sort the table and change each column's width. The filter boxes below each header narrow the rows.
• Excel button: exports the full table (respecting applied filters and sorting) to an Excel file.
• CSV button: exports the full table to a CSV file.
• Trash icon in the row (tooltip "Delete Assignment"): ⚠️ permanently deletes that rule. From then on the product setting applies again, as if the rule had never existed. There is no additional confirmation and no way to undo it from this screen once deleted. Note that "as if it had never existed" is not always the same as "billed normally": if the rule was the thing keeping a client included on a product that is excluded for everyone, deleting it excludes that client again.

Step-by-step flow

1. Go to the Charge Mappings menu (Management section).
2. Review the table to identify the rule you're interested in; use the search bar or column filters if the list is long.
3. If you need to delete a rule, click the trash icon on that row.
4. The row disappears from the table immediately; the rule will no longer apply in upcoming billing processes.
5. If you need a backup of the list, use the "Excel" or "CSV" buttons before or after making changes.

Common errors and how to resolve them

• If an error message appears on screen when deleting a rule, the deletion did not complete on the server. Wait a few seconds and try again; if the message persists, contact support indicating the rule type and the companies/product involved.
• If the table appears empty and you weren't expecting that, check that you don't have text typed in the search bar or an active column filter hiding the rows.

Related screens

• Reassign Charges to Another Company
• Ready to Invoice
• Companies