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Official Accounts

Topics Discussed Below

Viewing Your Billing History

Rolling Back a Billing Cycle

Exporting Your Billing History

Viewing Billing History

Viewing Your Billing History

1.    Click the Accounting menu.

2.    Within the Navigation pane, click Accounts, then Official Accounts.

3.    Click the plus sign (+) next to Official Accounts to access the submenus. Click Billing History – Official.

A list of the bills produced displays within the right-hand pane.

4.    Each row gives a summary of the Billing information. The following read-only information is displayed:

·         Bill From and Bill To dates

·         Total Bills Sent

·         Total Bills Certified

·         Total Charges

·         Total Payments

·         Total One-time, Recurring and Call Charges

·         Total Adjustments

·         Account Type

5.   To view the account number breakdown of the above information, click the plus sign (+) next to the Bill From Date.

6.   Within the Views pane, there are several alternate view selections. Each selection organizes or groups the bills differently, to change the view click the option button next to the selection.

7.   The list displays additional information pertaining to each account number. To view the complete account information, double-click the row. The General Accounts window opens.

8.   If you make changes to the account number, click the Save & Close button within the Actions ribbon group to return to the Billing History – Official list.

! At this point, if you make any changes to the charges on the account, the Billing History will not reflect the new charges. You need to either rollback the current bill or produce a new bill for the individual account number. 

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Rolling Back a Billing Cycle

1.    Click the Accounting menu.

2.    Within the Navigation pane, click Accounts, then Official Accounts.

3.    Click the plus sign (+) next to Official Accounts to access the submenus. Click Billing History – Official.

A list of the bills you have asked CES to run populates within the pane on the right-hand side of the screen.

4.    Within the Tools ribbon group, click Rollback Billing Cycle.

! Be aware that there is not a backup of the previous bill. When you roll back a bill, you are removing the charges from the bill and placing them back into the system.

5.    When asked if you really want to roll back the billing cycle, click Yes to continue or No to cancel the operation.

6.    The status changes to Rolled Back After Completed.

At this point, there is no bill for the cycle; you must run another bill for the cycle. 

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Exporting Billing History

Exporting Your Billing History

1.    Click the Accounting menu.

2.    Within the Navigation pane, click Accounts, then Official Accounts.

3.    Click the plus sign (+) next to Official Accounts to access the submenus. Click Billing History – Official. A list of the bills produced populates within the right-hand pane.

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

·         Excel (All Levels) – exports all call 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 call 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 of information into a tab-delimited text file.

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

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