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Within this report, you can view the billed equipment and service items that are associated to an account.  This list provides a wide range of information from account number to charges to site name to order number.  

1.     Click the Accounting menu.

2.     In the Navigation pane, click Reports > Billed Inventory.

3.     Depending on the amount of records within your database, the list may not readily populate, to populate the list perform one of the following actions:

·         Within the search box, type any portion of the record, this could be the account number, telephone number, etc. and then click the magnifying glass.

·         Click the Show All button.

4.   The list displays either the search results or the entire list. The list displays several fields of information including, but not limited to: 

·         Account Number

·         Fiscal Year and Month

·         Total One-Time and Recurring Charges

·         Billing Period Start and End Date

·         Equipment or Service Name

·         Organization Path

·         Quantity

5.   There are two additional view choices within the Views pane, you can select to sort the listed based on Fiscal Year and Month or you can create a custom view.

6.   The Custom View allows you to select which column headers to include in your sort order, once a header displays in the upper pane, the list sorts automatically. 

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1.     Click the Accounting menu.

2.     In the Navigation pane, click Reports > Billed Inventory.

3.     Depending on the amount of records within your database, the list may not readily populate, to populate the list perform one of the following actions:

·         Within the search box, type any portion of the record, this could be the account number, telephone number, etc. and then click the magnifying glass.

·         Click the Show All button.

The list displays either the search results or the entire list.

4.   On the toolbar at the top of the screen, click the drop-down arrow next to Export. There are eight options to choose from:

·         Excel (All Levels) – exports all records to an Excel spreadsheet. If you have several account numbers in your database, this procedure can take some time.

·         Excel (Top Level Only) – exports only the top level of information.

·         Excel (Expanded Levels Only) – exports the full detail for the expanded records to an Excel spreadsheet. The un-expanded records are in the file as a top level and you only see the summary line.

·         Excel (Multiple Files) – exports each bill into a separate file.

·         PDF (All Levels) – exports all records to a PDF file. If you have several account numbers in your database, this procedure can take some time.

·         PDF (Top Level Only) – exports only the top level of information.

·         PDF (Expanded Levels Only) – exports the expanded records full detail to a PDF file. The un-expanded records are in the file as a top level, and you only see the summary line.

·         Tab Delimited Text (Top Level Only) – exports the top level information into a tab delimited text file.

5.   The file opens allowing you to save or modify the file in the appropriate program. 

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