support  |  log in
learning center  >  ACCOUNTING - REPORTS  >  Unofficial Bill Summary

Reports

Unofficial Bill Summary by Number or Subscriber

These two reports allow you to view accounts associated to either a telephone number, including cell phone numbers, or accounts associated to a subscriber. 

Viewing the Bill Summary by Number

1.     Click the Accounting menu.

2.     In the Navigation pane, click Reports > Unofficial Bill Summary by Number

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.   With either option the report generates to the window and is sorted by telephone number from least to greatest

5.   There are six viewing options within the Views pane, each option groups or sorts the report based on a common characteristic.  The following views are available:

·         Simple – this is the default view, the list is sorted by telephone number

·         Billing Period – sorts the list based on billing period, specifically the billing cycle state month

·         Fiscal Year – sorts the list based on fiscal year

·         Account Number – sorts the list based on account numbers associated to telephone numbers

·         Category – sorts the list based on the category associated to each account, if applicable

·         Custom Summary - this selection allows you to create a custom view by dragging and dropping column headers to create a line display.

6.   To select a different view, click the option button next to the selection.  If available, click the plus sign (+) next to the group to view the individual records. 

 Top of Page

Viewing the Bill Summary by Subscriber

1.     Click the Accounting menu.

2.     In the Navigation pane, click Reports > Unofficial Bill Summary by Subscriber

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 subscriber name, account number, etc. and then click the magnifying glass.

·         Click the Show All button.

4.   With either option the report generates to the window and is sorted by fiscal year

5.   There are six viewing options within the Views pane, each option groups or sorts the report based on a common characteristic.  The following views are available:

·         Simple – this is the default view, the list is sorted by telephone number

·         Billing Period – sorts the list based on billing period, specifically the billing cycle state month

·         Fiscal Year – sorts the list based on fiscal year

·         Account Number – sorts the list based on account numbers associated to a subscriber

·         Category – sorts the list based on the category associated to each account, if applicable

·         Custom Summary - this selection allows you to create a custom view by dragging and dropping column headers to create a line display.

6.   To select a different view, click the option button next to the selection.  If available, click the plus sign (+) next to the group to view the individual records. 

 Top of Page

 

Other Unique Sites

 

Unique.net 

 

Cairs Blog 

 

FTP Site

 

 

                          

 

 

Unique.net Pages

 

Our Products

 

About Us

 

Support

 

Cairs Blog

 

Contact Us

 

Learning Center Pages

 

Learning Center

 

Role-Based Training

 

Training-Courses

Support

 

Contact Us

 

Report a Trouble

 

Request a Feature

 

 

 

© Unique Communication Solutions 2012