---
title: "Setup/Prerequisites"
slug: "setup-prerequisites"
updated: 2026-04-28T20:16:59Z
published: 2026-05-26T15:57:41Z
canonical: "help.idibilling.com/setup-prerequisites"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup/Prerequisites

## Permissions

Access to admin-level E-Rate functions is protected by the *Manage E-Rate* permission on the *Product Catalog Admin* role in the Security web module. Users assigned this role can:

- Create and edit FRNs
- Search and view FRNs
- Manually log utilization against FRNs
- Create the 474 file for reimbursement

![Graphical user interface, text, application Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/graphical-user-interface-text-application-descri-5.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A35Z&se=2026-11-14T11%3A41%3A35Z&sr=c&sp=r&sig=QRkSGzXa4eT7IZnuJ14UMRoDRzFy5JNNSBPaer6L4Q0%3D)

## E-Rate Discount Product

E-Rate credits are processed as a volume discount during billing. This discount is implemented through an E-Rate discount product (SKU = E-Rate Discount) in the IDI Desktop Client Product Catalog. The E-Rate discount product is auto-assigned to each new FRN you create.

> [!NOTE]
> **Note**:
> 
> *Do not* assign this discount to accounts or services via an Order. Its sole purpose is to facilitate automating E-Rate discounting.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatical-21.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A35Z&se=2026-11-14T11%3A41%3A35Z&sr=c&sp=r&sig=QRkSGzXa4eT7IZnuJ14UMRoDRzFy5JNNSBPaer6L4Q0%3D)

The E-Rate Discount product is provided as seed data so you are not required to add it to your Product Catalog; however, you should evaluate and update the product for invoice display and General Ledger requirements per your company’s business rules.

- For invoice display – review and update the *Alt Invoice Desc* field (text label for discount on customer invoices).
- For General ledger – review and override the Subcategory GL Account.

![A screenshot of a computer Description automatically generated with medium confidence](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatical-22.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A35Z&se=2026-11-14T11%3A41%3A35Z&sr=c&sp=r&sig=QRkSGzXa4eT7IZnuJ14UMRoDRzFy5JNNSBPaer6L4Q0%3D)