Getting Started

This guide walks you through the initial setup of vScope Billing. The goal is to connect discovered assets to billing accounts so that pricing can be calculated automatically.

Before you begin, ensure that you have discovered assets in vScope

Step 1: Assign assets to billing accounts

In vScope Billing, assets must be assigned to a Billing Account before they can be priced.

Billing Accounts represent logical owners of assets, such as customers, departments, or cost centers. Assets can be assigned either manually or automatically using tags.

Using tag-based rules is recommended, as it allows assets to be added or removed automatically as your asset inventory changes.

Note

You need administrator or contributor permissions to create and manage tags.

Creating a Billing Account tag using rules

vScope Billing uses a special tag named Billing Account to identify which assets belong to which billing account.

1. Go to Tags and click Create Tag
2. Select the asset type you want to apply the tag to (for example: Machines)
3. Set the tag name to Billing Account
   (This name is required for vScope Billing to recognize the tag)
4. Enter a value that represents the billing account name
   Example: Nexora Solutions
5. Define one or more rules that control which assets are included, such as:
   • Folder = Nexora Solutions
   • Running = True
6. (Optional) Add a description
7. Click Save

Repeat this process for:

• Each billing account you want to create
• Each relevant asset type

You may also create multiple rules for the same billing account to ensure complete coverage.

Step 2: Generate billing accounts and agreements

Once Billing Account tags are in place, you must initialize billing.

1. Navigate to Billing
2. Select Generate New Billing Accounts

vScope scans all assets for the Billing Account tag and automatically:

• Creates a Billing Account for each unique tag value
• Generates an initial Agreement using the bundled Default Price List

The default price list is intended as a starting point and can be modified later.

After the initial setup, vScope continuously monitors Billing Account tags and automatically:

• Creates new billing accounts when new tag values appear
• Updates agreements when assets are added or removed

Step 3: Preview agreements

After billing accounts are generated, you are redirected to the Billing Accounts Overview.

From here you can:

• View all billing accounts
• Open a billing account to see its agreements
• Review the calculated Total for each agreement

If price items apply to the assets assigned to the billing account, pricing is calculated automatically.

About price lists

Price Lists define how assets are priced.

A price list contains one or more Price Items, which specify:

• Which asset type is priced
• Under which conditions
• At what price

Example:
15 SEK per CPU core on Windows Server machines

vScope includes a default price list to help you get started. You can modify this list or create additional price lists to support different billing models.

Detailed configuration of price lists and price items is covered in the next section, Price Lists