...
A new window will open, allowing you to configure the parameters of your report:
...
Enter the billing period
For each report, you must specify a time span that covers the calls you want the report to include.
...
| Screenshotmacro |
|---|
| Border | false |
|---|
| URL | /download/attachments/7241970/custom_period.png |
|---|
|
...
Choose a site to report on (optional)
If your system is set-up for multiple sites, you can select a particular site from the drop-down list. To report on all sites, select the blank line.
| Screenshotmacro |
|---|
| Border | false |
|---|
| URL | /download/attachments/7241970/choose_site.png |
|---|
|
Who do you want to bill?
This option allows you to select which type of entity you want to bill.
Extension Group
Select the extension group you want the bill to cover.
| Screenshotmacro |
|---|
| Border | false |
|---|
| URL | /download/attachments/7241963/billing_way_1.png |
|---|
|
Extension number
Enter the extension number of the user you would like to bill.
| Screenshotmacro |
|---|
| Border | false |
|---|
| URL | /download/attachments/7241963/billing_way_2.png |
|---|
|
Account code
If you want to produce a bill consisting of all chargeable calls made using a particular account code, enter the account code in the box.
| Screenshotmacro |
|---|
| Border | false |
|---|
| URL | /download/attachments/7241963/billing_way_3.png |
|---|
|
Adjust how the bill is calculated
| Screenshotmacro |
|---|
| Border | false |
|---|
| URL | /download/attachments/7241963/bill_calculation.png |
|---|
|
| Bill calculation | Description |
|---|
| Markup on each call | You can add a percentage markup to each call. To do this, enter the percentage you would like to mark the call up by here. |
| Surcharge per call | You may want to have a surcharge on each call. A surcharge is a fixed amount that is added to the original cost of the call. |
Billing options
| Screenshotmacro |
|---|
| Border | false |
|---|
| URL | /download/attachments/7241963/billing_report_billing_options.png |
|---|
|
| Billing option | Description |
|---|
| Include operator-assisted calls | By default, the bill includes all calls made from an extension regardless of whether or not the call was originally dialled by that extension, or by an operator on behalf of that extension. To exclude operator-assisted (or transferred outgoing) calls, deselect the check box provided. |
| Include client's own LCR accesses | Used in the billing platform version to indicate that you would still like to bill for calls that didn't use your network. |
| Account | If you want to produce a bill consisting of all chargeable calls made using a particular account code, enter the account code in the box. |
How do you want the bill to look?
| Screenshotmacro |
|---|
| Border | false |
|---|
| URL | /download/attachments/7241963/bill_look.png |
|---|
|
| Bill's look | Description |
|---|
| Detailed (itemised) bill | This option will give you a complete itemised list of each call made by the billing entity you selected. |
| Summary (cost only) bill | This option will give you a summary of each billing entity's calls rather than a completely itemised list. |
| HTML |
|---|
<a id="Creating the report"></a> |
Creating the report
When you have selected a reporting period and have chosen any criteria of the report, click on the Run now button, as shown below:
| Screenshotmacro |
|---|
| Border | false |
|---|
| Shadow | false |
|---|
| URL | /download/attachments/7241963/billing_report_3.png |
|---|
|
| HTML |
|---|
<h2>Introduction</h2>
<p>Primarily for use in situations where you need to produce a telephone bill for
a client or group of clients, for example in a business centre, a
hospital, or other organisation with a front-of-house function. The
result is a fully-fledged telephone bill - in the same style as one
you'd expect to receive from a telephone company. See
the section on customising reports for information about how change
the complete look and feel of the bills you produce.</p>
<h2>Running the report</h2>
<p>Click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_professional/reports_button.png" /> function button, on the top right-hand side of the main application window to access the <span class="reference">Reports</span> screen.</p>
<p>From this screen, either double-click on the <span class="reference">Billing Report</span> in the reports list or select the <span class="reference">Billing Report</span> and press the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_professional/run_now_button.png" /> button, as shown below:</p>
<img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/billing_report_1.png" alt="Billing Report" />
<p>The following <span class="reference">Report Selection Criteria</span> window will be displayed:</p>
<img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/billing_report_2.png" alt="Billing Report" />
<p>In order to run a report you need to tell TIM what you want to report
on, and over what period, by selecting the criteria in the box as
shown above. Sections with red headings are mandatory, blue headed
sections are optional.</p>
<h4>Enter the billing period</h4>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/billing_period.png" alt="Billing Report" />
<p>Select a time period over which calls
made will be included in the bill, from the drop-down list, as shown above.</p>
<p>The default period is <span class="keyword">Last
Month</span>. This means the last calendar month - NOT
the last 30 or 31 days.</p>
<h4>Or enter your own Custom Period</h4>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/custom_billing_period.png" alt="Billing Report" />
<p>If you want to specify a period not shown in the list, go back to the <span class="reference">Enter the billing period</span> field and select <span class="keyword">Custom
Period</span> from the drop-down list and then enter your <span class="reference">Start</span> and <span class="reference">End</span> dates and times manually
into the boxes provided, as shown above.</p>
<h4>Choose a site to report on (optional)</h4>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_professional/choose_site_to_report_optional.png" alt="Billing Report" />
<p>If your system is set-up to administer
multiple sites, you have the option of selecting a particular site
here. Select the blank line (or leave the box empty) to report on
all of your sites.</p>
|
...