support  |  log in
learning center  >  ACCOUNTING - UNOFFICIAL ACCOUNTS  >  Unofficial Accounts Configuration  >  Unofficial Accounts – Settings

Learning Center

Settings

Within the Settings button, you determine two things: what billing report files you want generated for the account and what call types you want to exclude from the printed bill. Excluding calls from the bill is helpful if you do not want to include zero cost calls. 

Account Billing Report Preferences

There are two ways to set the preferences; you can set them either for each account number or for all of the official accounts. Within this option, you are setting the preferences for this account number. The selections here over-ride the setting you may have chosen for all of official accounts.

1.     Click the Accounting menu.

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

3.     To populate the Account list, you must either:

·         Within the search box, type the account number or portion of the number and then click the magnifying glass.

·         Click the Show All button.

4.   The Accounts list opens, displaying the account matching your search criteria. Double-click the account. The Accounts window opens.

5.   Within the Show ribbon group, click the Settings button. There are two panes of information, within the top pane you determine the preferences, the lower is used for excluding call types from bills.

6.   The Billing Report Preferences pane displays the different formats and delivery options for your billings, as a default all fields are checked. This indicates the account summary or call data generates to the particular file type or location.

The following options are available:

·         Account Summary XLS – the account summary for each account number generates to an Excel Spreadsheet

·         Call Detail XLS – the call data for each account generates to an Excel Spreadsheet

·         Call Detail Tab Delimited – the call data for each account generates to a tab delimited file

·         One Time Charges Tab Delimited – the one-time charges for each account generate to a tab delimited file

·         Recurring Charges Tab Delimited - the recurring charges for each account generate to a tab delimited file

·         Account Type – this default to Unofficial

·         Mailed Report PDF to File – the mailed report is generated to a PDF file

·         Mailed Report PDF to Printer – the mailed report is sent directly to the printer

·         Report to XML - the call, recurring, and one-time charges are generated into an XML file.

7.   If you want to remove the file type from being generated, click on the box to remove the checkmark.

8.   Within the Actions ribbon group, click on Save (to save and stay) to continue working with your preferences, or click Save & Close (to save and exit) to return to the Unofficial Accounts list. 

 Top of Page

Adding a Call Type to Exclude from a Bill

1.     Click the Accounting menu.

2.     Within the Navigation pane, click Accounts and then Unofficial Accounts.

3.     To populate the Account list, you must either:

·         Within the search box, type the account number or portion of the number and then click the magnifying glass.

·         Click the Show All button.

4.   The Accounts list opens, displaying the account matching your search criteria. Double-click the account. The Account window opens.

5.   Within the Show ribbon group, click the Settings button.

6.   Within the Call Types to Exclude from Printed PDF Bills pane, click the row marked with an asterisk (*). Within the Call Type column, click the drop-down arrow to access a list of the call types within your database, from the list select the appropriate call type.

7.   Within the Exclude From Bill column, click the box to insert a checkmark to indicate that you want to exclude the call type from the printed bill.

8.   You can continue adding call types by clicking on the row marked with an asterisk (*).

9.   Within the Actions ribbon group, click Save (to save and stay) to continue working with settings, or click Save & Close (to save and exit) to return to the Unofficial Accounts. 

 Top of Page

Deleting a Call Type from being Excluded

1.     Click the Accounting menu.

2.     Within the Navigation pane, click Accounts and then Unofficial Accounts.

3.     To populate the Account list, you must either:

·         Within the search box, type the account number or portion of the number and then click the magnifying glass.

·         Click the Show All button.

4.   The Accounts list opens, displaying the account matching your search criteria. Double-click the account. The Account window opens.

5.   Within the Show ribbon group, click the Settings button.

6.   Wiithin the Call Types to Exclude from Printed PDF Bills pane, right-click the selector box next to the type name. A small pop-up menu opens, within the box click Delete.

7.   Once selected, cairs.net draws a line through the item allowing you to delete multiple items at once.

8.   If you do not want to delete an item, right-click the record to access a pop-up menu and from the pop-up, click Undelete.

9.   Once you select Undelete, a message box displays verifying that you really want to keep the item. Click Yes within the box to continue or No to cancel the operation.

10. Within the Actions ribbon group, click Save (to save and stay) to continue working with settings, or click Save & Close (to save and exit) to return to the Unofficial Accounts. 

 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