Billing Report

Introduction
Running the report
Creating the report
The report's results

Introduction

The Billing report produces a fully itemised telephone bill for billing back telephone usage to your clients, with the option of adding a percentage markup or a fixed charge to each phone call. You can fully customise the style of the report's output to reflect your own brand, including a company logo, for example.

Running the report

On the Reports screen, select the Billing report from the reports list and click on the Run now button.

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.

There are several preset reporting periods available for selection, based on the standard Gregorian calendar. The following table describes how the start and end times are defined for each preset period:

In addition to the presets described above, it is possible to specify a custom reporting period by choosing Custom period from the Period drop-down list and specifying your own  Start date, Start time, End date and End time of the period you want to report on.

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.

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.

Extension number

Enter the extension number of the user you would like to bill.

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.

Adjust how the bill is calculated

Billing options

How do you want the bill to look?

Creating the report

When you have selected a reporting period and have chosen the report's criteria, click on the Run now button, as shown below:

The report's results

Below is an example of a Billing report's output, displayed as an itemised list.

Introduction

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.

Running the report

Click on the function button, on the top right-hand side of the main application window to access the Reports screen.

From this screen, either double-click on the Billing Report in the reports list or select the Billing Report and press the button, as shown below:

The following Report Selection Criteria window will be displayed:

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.

Enter the billing period

Select a time period over which calls made will be included in the bill, from the drop-down list, as shown above.

The default period is Last Month. This means the last calendar month - NOT the last 30 or 31 days.

Or enter your own Custom Period

If you want to specify a period not shown in the list, go back to the Enter the billing period field and select Custom Period from the drop-down list and then enter your Start and End dates and times manually into the boxes provided, as shown above.

Choose a site to report on (optional)

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.

NOTE: When using TIM Professional on more than one site, you will need to get a site license for each site logged. If you are logging more than one site, you may want to consider TIM Plus or TIM Enterprise, which, although more advanced, often work out more cost effective in a multi-site scenario.

Who do you want to bill?

You can bill people in the three ways shown below:

• Extension Group

  

  Select the group of extensions you would like your bill to cover. A list of groups is automatically constructed from your extensions set-up.

• Extension Number

  

  Enter a single extension number of the person you would like to bill.

• 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.

Adjust how the bill is calculated

You have two options available:

NOTE: Both a surcharge and a mark-up can be applied together. In this case, the surcharge is added after the mark-up is calculated, on order that the surcharge isn't marked up too.

Billing options

How do you want the bill to look?

Creating the report

When you have selected your desired billing options, chosen a billing period, and are happy with your selections, simply click on the Run Now button.

The results

The header and footer of the bill can be completely customised, as described elsewhere in this manual. Assuming the standard installation, your bill should show the billing entity in the top-left corner, alongside your company logo in the top-right.

The header will also show the billing period including dates and times, followed again by the billing entity. If you allocated a friendly name to the report (during scheduling), this report name will also feature in the header.

Following the header, the summary of each billing entity is given, or in the case of an itemised bill, each individual call made by the billing entity is shown, with the date and time the call was started, the extension (and name) responsible for the call, the destination and dialled number, the duration of the call, and finally the cost including any surcharge and mark-up.

If the billing entity includes more than one extension, the bill is split up for each one enabling you to see at-a-glance which extension made which calls.