Getting Started in 5 minutes

Goal: get your first cost overview by connecting assets to Billing.

After this guide, you will be able to see estimated costs per Billing Account.

Prerequisites

• Discovered assets in vScope.
• Admin or Contributor permissions to manage tags and Billing.

1. Tag assets with Billing Account

Billing Accounts are created from the Billing Account tag on assets.

To access Billing, you need to add assets to at least one Billing Account. Here is the simplest way:

• Go to Tags → Create Tag.
• Asset type: choose asset type (e.g., Machines).
• Name: Billing Account (required).
• Value: billing account name (e.g., Nexora Solutions).
• Rules: include assets for that account (e.g., Folder = Nexora Solutions, Running = True).
• Save. Repeat for each account/asset type as needed.

Note

Did you notice the ’$’ icon? That is the indicator for the Billing Account tag. You don’t have to add ’$’ to the tag name when working with Billing.

2. Generate Billing Accounts and Agreements

• Go to Billing → Generate New Billing Accounts.
• vScope scans your tags and creates:
  • One Billing Account per unique tag value
  • An Agreement using the bundled Default Price List

3. Preview agreements

• Open Billing Accounts Overview.
• Inspect each account → agreements → Total.
• If the Default Price List contains matching Price Items, costs will appear automatically.

Tip

If no costs appear, it usually means the Default Price List does not match your assets yet. Continue to the next steps to customize pricing.

Next steps

• Customize pricing: Create a price list.
• Add or edit price items: Add price items.
• Apply a specific list to an account: Apply a price list.