Biller Account: Difference between revisions
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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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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 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. | ||
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The account details that are entered in Pro 9 are many times used in the export file to the ERP system. | The account details that are entered in Pro 9 are many times used in the export file to the ERP system. | ||
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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]]. | 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]]. | ||
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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 === <!--T:6--> | ||
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# Click on the [[{{Link}}Biller Default|role Invoicing]] in the navigation menu | # Click on the [[{{Link}}Biller Default|role Invoicing]] in the navigation menu | ||
# 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 === <!--T:8--> | ||
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# Click the '''add''' button [[Image:Icon Add.png]] | # Click the '''add''' button [[Image:Icon Add.png]] | ||
# Enter '''name''' | # Enter '''name''' | ||
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# Click '''save''' [[Image:Icon Save.png]] | # Click '''save''' [[Image:Icon Save.png]] | ||
=== How to - Edit an Existing Account === | === How to - Edit an Existing Account === <!--T:10--> | ||
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# Click '''edit''' [[Image:Icon Edit.png]] next to the account you want to change | # Click '''edit''' [[Image:Icon Edit.png]] next to the account you want to change | ||
# 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 === <!--T:12--> | ||
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Only accounts that are not connected to any service or traffic category, and that haven't been previously, can be deleted. | Only accounts that are not connected to any service or traffic category, and that haven't been previously, can be deleted. | ||
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# Check the box for each account you want to delete | # 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 | # 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 === <!--T:15--> | ||
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In the ''Traffic category/Account'' view you can connect the accounts to the [[{{Link}}Traffic Category|traffic categories]] for accounting purposes. | In the ''Traffic category/Account'' view you can connect the accounts to the [[{{Link}}Traffic Category|traffic categories]] for accounting purposes. | ||
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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]] | ||
Latest revision as of 13:36, 13 February 2023
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 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 Traffic category/Account view. Connecting services to different accounts is done in the 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 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
- Enter name
- Enter account (mandatory)
- Enter an offset account (optional)
- Click save
How to - Edit an Existing Account
- Click edit
next to the account you want to change - Change name or account properties, as needed
- Click save
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
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 traffic categories for accounting purposes.
- Open the Links menu and click Traffic category/Account
- Read more about setting accounts for each traffic category