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The Account Summary report produces a type of phone bill, grouped grouping its results by the account code (s) used to make each call. Enter the account code(s) and the period you are interested in, and you will get a detailed list showing all calls made or received for that account code or group of account codes. Account codes are often used to mark calls as having been made or received on behalf of clients, and this report allows you to collate these for billing back purposes or to track how much time you've spent with each client. Many telephone systems provide the facility to use an account code before making a call or during a call.
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Your telephone system needs to be capable of providing account codes in order to use this feature. |
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