Biller Account/en - Revision history

FuzzyBot: Updating to match new version of source page

2023-02-13T14:48:44Z

Updating to match new version of source page

← Older revision		Revision as of 14:48, 13 February 2023
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	== Accounts ==		== Accounts ==

	[[{{Link}}Traffic Category\|Traffic categories]] and [[{{Link}}Service\|services]] must be connected to an [[{{Link}}Account\|account]] when creating them. There is a default account connected to all traffic categories from start.		[[{{Link}}Traffic Category\|Traffic categories]] and [[{{Link}}Service\|services]] must be connected to an [[{{Link}}Account\|account]] when creating them. There is a default account connected to all traffic categories from start.

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	# Open the '''Links''' menu [[Image:Icon Links.png]] and click '''Traffic category/Account'''		# Open the '''Links''' menu [[Image:Icon Links.png]] and click '''Traffic category/Account'''
	#:* Read more about [[{{Link}}Biller_AccountCategory\|setting accounts for each traffic category]]		#:* Read more about [[{{Link}}Biller_AccountCategory\|setting accounts for each traffic category]]


	[[Category:F01{{Langcat\|Biller Account}}]]		[[Category:F01{{Langcat\|Biller Account}}]]

Toptiuser at 19:08, 13 January 2023

2023-01-13T19:08:45Z

Toptiuser: Created page with "== Accounts == Traffic categories and services must be connected to an account when creating them. There is a default account connected to all traffic categories from start. The name of the account, as well as the account details, are usually obtained from a financial account plan and concerns debit and credit accounts and can be a good way of dividing different costs to different accounts. Some of..."

2023-01-13T17:26:54Z

Created page with "== Accounts == [[{{Link}}Traffic Category|Traffic categories]] and [[{{Link}}Service|services]] must be connected to an [[{{Link}}Account|account]] when creating them. There is a default account connected to all traffic categories from start. The name of the account, as well as the account details, are usually obtained from a financial account plan and concerns debit and credit accounts and can be a good way of dividing different costs to different accounts. Some of..."

New page

== Accounts ==

[[{{Link}}Traffic Category|Traffic categories]] and [[{{Link}}Service|services]] must be connected to an [[{{Link}}Account|account]] when creating them. There is a default account connected to all traffic categories from start.

The name of the account, as well as the account details, are usually obtained from a financial account plan and concerns debit and credit accounts and can be a good way of dividing different costs to different accounts. Some of the invoicing reports group the costs by account.

The account details that are entered in Pro 9 are many times used in the export file to the ERP system.

Connecting traffic categories to different accounts is done in the [[{{Link}}Biller_AccountCategory|Traffic category/Account view]]. Connecting services to different accounts is done in the [[{{Link}}Biller Services|Services view]].

Examples of different accounts can be ''Traffic charges fixed telephony'', ''Traffic charges mobile telephony'', ''Monthly service fees fixed telephony'', ''Monthly service fees mobile telephony'' and ''Mobile roaming charges''

=== How to - Show Accounts ===

# Click on the [[{{Link}}Biller Default|role Invoicing]] in the navigation menu
# Click '''Financial accounts > Manage financial accounts''' in the navigation menu
#* A list of accounts is shown to the right

=== How to - Add a New Account ===

# Click the '''add''' button [[Image:Icon Add.png]]
# Enter '''name'''
# Enter '''account''' (mandatory)
# Enter an '''offset account''' (optional)
# Click '''save''' [[Image:Icon Save.png]]

=== How to - Edit an Existing Account ===

# Click '''edit''' [[Image:Icon Edit.png]] next to the account you want to change
# Change name or account properties, as needed
# Click '''save''' [[Image:Icon Save.png]]

=== How to - Delete an Existing Account ===

Only accounts that are not connected to any service or traffic category, and that haven't been previously, can be deleted.

# Check the box for each account you want to delete
# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete
#:* The account is immediately deleted

=== How to - Show the Traffic Category/Account View ===

In the ''Traffic category/Account'' view you can connect the accounts to the [[{{Link}}Traffic Category|traffic categories]] for accounting purposes.

# Open the '''Links''' menu [[Image:Icon Links.png]] and click '''Traffic category/Account'''
#:* Read more about [[{{Link}}Biller_AccountCategory|setting accounts for each traffic category]]

[[Category:F01{{Langcat|Biller Account}}]]

← Older revision		Revision as of 19:08, 13 January 2023
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	== Accounts ==		== Accounts ==


	[[{{Link}}Traffic Category\|Traffic categories]] and [[{{Link}}Service\|services]] must be connected to an [[{{Link}}Account\|account]] when creating them. There is a default account connected to all traffic categories from start.		[[{{Link}}Traffic Category\|Traffic categories]] and [[{{Link}}Service\|services]] must be connected to an [[{{Link}}Account\|account]] when creating them. There is a default account connected to all traffic categories from start.
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	Examples of different accounts can be ''Traffic charges fixed telephony'', ''Traffic charges mobile telephony'', ''Monthly service fees fixed telephony'', ''Monthly service fees mobile telephony'' and ''Mobile roaming charges''		Examples of different accounts can be ''Traffic charges fixed telephony'', ''Traffic charges mobile telephony'', ''Monthly service fees fixed telephony'', ''Monthly service fees mobile telephony'' and ''Mobile roaming charges''


	=== How to - Show Accounts ===		=== How to - Show Accounts ===
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	# Click '''Financial accounts > Manage financial accounts''' in the navigation menu		# Click '''Financial accounts > Manage financial accounts''' in the navigation menu
	#* A list of accounts is shown to the right		#* A list of accounts is shown to the right


	=== How to - Add a New Account ===		=== How to - Add a New Account ===
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	# Enter an '''offset account''' (optional)		# Enter an '''offset account''' (optional)
	# Click '''save''' [[Image:Icon Save.png]]		# Click '''save''' [[Image:Icon Save.png]]


	=== How to - Edit an Existing Account ===		=== How to - Edit an Existing Account ===
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	# Change name or account properties, as needed		# Change name or account properties, as needed
	# Click '''save''' [[Image:Icon Save.png]]		# Click '''save''' [[Image:Icon Save.png]]


	=== How to - Delete an Existing Account ===		=== How to - Delete an Existing Account ===
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	# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete		# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete
	#:* The account is immediately deleted		#:* The account is immediately deleted


	=== How to - Show the Traffic Category/Account View ===		=== How to - Show the Traffic Category/Account View ===
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	# Open the '''Links''' menu [[Image:Icon Links.png]] and click '''Traffic category/Account'''		# Open the '''Links''' menu [[Image:Icon Links.png]] and click '''Traffic category/Account'''
	#:* Read more about [[{{Link}}Biller_AccountCategory\|setting accounts for each traffic category]]		#:* Read more about [[{{Link}}Biller_AccountCategory\|setting accounts for each traffic category]]


	[[Category:F01{{Langcat\|Biller Account}}]]		[[Category:F01{{Langcat\|Biller Account}}]]