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learning center  >  ACCOUNTING - UNOFFICIAL ACCOUNTS  >  Understanding the Unofficial Accounts Window

Unofficial Accounts

Understanding the Official Account Window

There are four parts to the General - Accounts screen: Ribbon groups, Account pane, Bill Summary pane and Account Balance Summary pane. 

Ribbon Groups

Each of the ribbon groups allows you to perform certain account functions. For instance, you can associate site and organizations to an account, generate a bill for the account number, and make a payment to the account, etc.

Actions

Within the Actions ribbon group, you can perform the following actions:

·         Save & Close – click this button to save the completed information and return to Accounts list.

·         Save – click this button to save the information you have completed and remain within the Account.

·         Refresh – click this button to add newly saved information to the account.

Show

Within the Show ribbon group, you define what entities belong to the account. You define the Organizations, Site, Set Device, Authorization Codes, etc.

Management

Within the Management ribbon group, you are able to view and change the account status, active, closed, suspended, etc.

Billing Tools

Within Billing Tools, you create bills to send to your customers for their one-time, recurring, and call charges. Each bill also includes the charges for equipment and/or services applied to the account.

Once you generate a bill, you can then perform refunds or adjustments as well as make payment to the account balance. 

Panes

Each account has several panes of information that appear within the Billing Account window.

Account Information Pane

The Account Information pane displays general account information. For example, the account number, what charges the account is responsible for and account type, to name a few.

Equipment and Services Pane

The Equipment and Services pane allows you to associate an equipment or service item directly to the account for billing purposes. In addition, you can view the related subscriber information by clicking the tab at the bottom of the pane.

Bill Information Pane

The Billing Information pane is separated into two panes. The top pane displays the Bill Summary. The bottom pane displays the Account Balance Summary.

Summary Pane

The Bill Summary pane displays the balance and charges for the selected billing period. Each billing period with a generated bill displays in the drop-down list on the right side of the pane. Once you select a billing period, the pane displays the balance, current charges and payments or adjustments.

Account Balance Summary Pane

The Account Balance Summary pane displays a more detailed bill description. There are several information tabs:

·         Balance Summary – displays basic information for the bill. For example, the date you generated the bill, payments, charges, adjustments, and statement balance.

·         Number/Circuit Summary – displays the telephone number or circuit, and the charges associated with each.

·         One-Time Charges – displays a list of one-time charges associated with the billing cycle.

·         Recurring Charges – displays a list of recurring charges associated with the billing cycle.

·         Calls – displays a list of calls associated with the billing cycle.

·         Payments – displays a list of payments applied to the account balance when you generated the bill.

·         Adjustments – displays a list of the adjustments applied to the account when you generated a bill.

Within any of the tabs, if the complete information does not appear, you can search by typing the parameter into the text box and clicking the magnifying glass or by clicking the Show All button. 

 

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