Overview

Billing libraries now hold everything your pricing uses: variables, formulas, data tables and hourly rates. Each project also has its own billing library, and formulas can now use capacity and date information.

In this article, you'll learn how to:

• Manage variables, formulas, data tables and hourly rates inside a billing library
• Use the new full-screen formula editor
• Price with capacity variables and date functions
• Change the billing library on a single project
• Review van line ratings on the Ratings tab

Note: Some of these features are being turned on company by company or are in beta. If you don't see something described here, contact our Product Experts.

Variables and Formulas Live in Billing Libraries

Go to Settings → Billing → Libraries and open a library. Next to Items, Rules and Templates, each library now has Variables, Formulas, Data Tables and Hourly Rates tabs. Each tab shows only what that library uses.

Note: This replaces the Variables tab on each project type. A project now reads its variables from its billing library, so to add a variable to new projects, add it to that library.

Variables tab

• Variables are listed on Project and Job tabs, grouped into sections you can collapse and drag to reorder.
• The Scope column shows whether a variable is Library only, Shared with other libraries (hover to see which), or a System variable maintained by Supermove (not editable).
• Each library sets its own default value, Show on create project and Require on create project for a variable.

Add a variable

• New Variable creates a variable. Shared Settings (name, description, category, format) are the same everywhere. Library Settings (default value and create-project switches) apply only to the libraries you pick in the Libraries field.
• Add Shared adds a variable your company already uses in another library, so you don't create duplicates. Changing a shared setting, like the name, asks you to confirm, since it affects every library that holds the variable.

Manage sections

Tick variables and use Move to to move them to another section or a new one. The toolbar menu has Expand all, Collapse all and Manage sections. Each tab has a default section where new variables land, and deleting a section moves its variables there.

Formulas, Data Tables and Hourly Rates tabs

• These tabs work the same way, with a Scope column, search, filters, Add Shared and New.
• Use the row menu to Edit, Create library-only copy (change a shared formula here without affecting other libraries) or Remove from library (removes it from this library only).
• You can't remove an item that something else in the library still uses. Hover to see what uses it.
• Each library started with the formulas its bill items and rules already used, so no setup is needed.

Company-wide pages

The company-wide Variables, Formulas, Tables and Hourly Rates pages under Settings → Billing still list everything, now with a Libraries column. Their create buttons are gone, so create items inside a library instead.

Use the Formula Editor

From a library's Formulas tab, choose Edit from a formula's ⋮ menu to open the full-screen Edit Formula page.

• Variables and nested formulas show as named tags instead of all-caps codes. Click a tag to see its type and format, or open it in a new tab.
• Pretty Print lays a long formula out across indented lines.
• Errors are explained on the line where they occur, for example "Line 2: 'max(' is missing its closing ')'".
• Type @ to insert Operators, Functions, Constants, Billing Variables or Billing Formulas.
• References documents everything a formula can use, with syntax and examples. Copy copies a reference's formula text.
• Companies with the Config Assistant can ask it to explain or test the open formula.

Test a formula with Preview

Preview lists every variable the formula reads, with an input for each. The Result updates as you type. Preview replaces the old Scratchpad, and your test values stay while you edit.

Note: The formula editor is in beta. Companies not yet in the rollout see the previous formula page.

Price with Capacity Variables and Date Functions

Billing formulas can now read how full a day is on the Capacity Calendar, so you can price by capacity without checking the calendar by hand.

• Each capacity calendar metric becomes a pair of variables, for example Crew committed by slot and Crew available, for the project and each job. They appear in a read-only Capacity group on a library's Variables tab. Add one with Add Shared.
• A project captures the values when it gets its date. They stay fixed until refreshed, so a price doesn't drift as the day fills up.

Refresh capacity values

On a project, Edit Billing Values (and the Edit Billing page) shows a Capacity section. Click the refresh icon beside a value to capture today's calendar and recalculate billing.

When you move a job to another date, a Confirm date change window offers Refresh capacity variables and Unassign movers and trucks. Both start unchecked.

Date functions

The formula editor now includes dateBetween, dateAdd, dateSubtract, isBetweenDates and formatDate, plus Project Created Date and Job Created Date variables. These are useful for pricing by lead time or season.

Note: Capacity variables are turned on per company by the Supermove team.

Change a Project's Billing Library

Every project now has its own billing library. The library on a project type is now the Default Billing Library for new projects of that type. Changing a project type's default library no longer changes existing projects.

To move one existing project to a different library:

1. On the project, open the Billing block menu and choose Edit billing library.
2. Pick the New Billing Library.
3. Choose whether to Reset Bills (checked by default), which replaces project and job bills with ones from the new library.
4. Choose whether to Reset Billing Values (unchecked by default), which replaces billing values from the new library.
5. Save.

You can also pick a library when using Edit Project Type & Job Types or Transfer Project. When transferring, choose Keep current billing or Reset current billing (the default).

Note: Only users who can edit bills see these options.

Review Van Line Ratings

On projects connected to a Sirva or UniGroup van line order, Edit Project Billing has a read-only Ratings tab, between Billing Values and Abstracts. It shows the van line's rating for your agents, grouped by agent, with a Rating Total.

A warning icon appears if the total doesn't match the bill's grand total. Use Search and the Agents filter to narrow the cards.

Important Notes

⚠️ Project types no longer have a Variables tab. Manage variables in the project type's billing library.

⚠️ Changing a project type's default library only affects projects created afterward.

⚠️ Editing a shared variable or formula changes it in every library that uses it. Use Create library-only copy to change it in one library.

FAQ

Where did the Variables tab on my project type go?
Variables are now managed in the project type's billing library under Settings → Billing → Libraries → Variables.

I changed my project type's library, but my existing projects didn't change.
That's expected. Use Edit billing library on each project you want to move.

A capacity-based price looks out of date.
Capacity values are captured when the project gets its date. Use the refresh icon in Edit Billing Values to update it.

Need Help? If you have questions about billing libraries, contact our Product Experts team at help@supermove.com.