Assign Credits

The Assign Credits page helps you manage how credits are mapped to your payee accounts by allowing you to:

  • assign credits to selected payees
  • assign credit rules

To access this page, go to the left navigation pane and choose Cost > AWS Partner Tools > Configure > Assign Credits.

You can view credits by description or by account.

As an Admin user in CloudCheckr, you can always see how AWS assigned the credits in the AWS Console and what payees you have assigned to receive those credits. In addition, you can see if CloudCheckr will show or hide those credits.


Assign Credits to Selected Payees

By assigning credits to selected payees manually, you can:

  • identify the credits you want to transfer to or hide from payees
  • consolidate credits distributed across multiple payees to one payee
  1. From the Month drop-down menu, select the month you want to view.
  2. From the list, select the credit you want to modify, and click the Edit icon.

  3. From the Assign To drop-down list, select the payee account you want to reassign the credit to.
  4. Click Save Credits.

    The Show in CloudCheckr column shows the new account that received the credit.
  5. Reload your billing report for the month where you applied the credit so CloudCheckr can accurately post that credit in your final report.

Assign Credits Rules

Rules help you automatically assign a credit to a selected account. You can create rules using regular expressions or Regex—a pattern that matches strings or pieces of strings in the CloudCheckr software.

For example, let's say you want to assign any credits for AWS certifications to a specific account. To get those desired results, you would write the Regex like this: certification.

Follow this procedure to learn how to create this rule using Regex:

  1. Click Assign Credit Rules.

    The Assign Credit Rules screen opens.

  2. In the Rule text field, type certification
  3. From the Assign To drop-down menu, select the account where you want to activate this rule.
  4. Click Add Rule.
    To learn more about regular expressions, take a look at these examples.
  5. Click Run Rules to activate the rule. You can make modifications to the rule at any time.
  6. Reload your billing report for the month where you applied the credit so CloudCheckr can accurately post that credit in your final report.

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