...
The Phone Bill report produces a fully itemised telephone bill for billing back telephone usage to your clients, with the option of adding a fixed or percentage markup to each phone call. These bills can also include fixed charges for items other than phone calls, such as room rental, internet services and additional sundry items. You can fully customise the style of the report's output to reflect your own brand, including a company logo, for example.
...
You can apply a call markup at both user group and individual user level, by setting a charge value inside the Directory.
To apply a markup for a whole user group, navigate to the
tab, select the user group and click the
button.
Screenshotmacro |
---|
Border | false |
---|
URL | /download/attachments/4817257/phone_bill_marking_calls.png |
---|
|
A new window will appear, where you can add the desired markup. In In the
window that appears, select the tab and enter a percentage markup in the box provided, then click on the button. In the example below, a 50% charge
is automatically would be added to all calls in the selected group.
Screenshotmacro |
---|
Border | false |
---|
URL | /download/attachments/4817257/phone_bill_charges.png |
---|
|
Select To apply a markup for an individual user, navigate to the
tab
, locate the user you are interested in and
click the button. In the User properties window that appears, select the Markup tab and enter a
description and percentage markup in the
box boxes provided, then click on the
Save button. Buttonmacroscreenshotmacro |
---|
|
button.To apply a markup for an individual userfalse | URL | /download/attachments/4817257/phone_bill_markup_user.png |
---|
|
Adding a fixed charge
You can also add a fixed charge for items other than phone calls for each individual user that will feature in your bill.
To add a fixed charge, navigate to the
tab, select the user and click the
button.
Select the On the User properties window that appears, select the tab and enter a description and
percentage markup a charge in the boxes provided, then click on the
button.
The marking up of calls is achieved by adding markup objects at strategic locations in your Directory structure. To add a markup charge to a specific group, select the group you are interested in and clickProperties, as shown below:
Screenshotmacro |
---|
Border | false |
---|
URL | /download/attachments/4817257/phone_bill_charges_user.png |
---|
|
HTML |
---|
<a id="Running the report"></a> |
Adding a fixed charge
T...... mark up calls for a particular user group, , select a You can mark up calls by setting a charge value for a particular user group inside the Directory by
Running the report
On the Reports screen, select the Phone bill report from the left-hand pane and click the Select this report button.
...
A new window will appear, where you can set the parameters of your report.
...
If both a site and group have been selected, you can further limit the report's results to include only calls by involving a particular user, by selecting it that user from the drop-down list.
...
Once you have selected the scope of your report, click click on the Next button to set additional report parameters and options. To , or to run the report immediately without doing so, press the click the Finish button.
Selecting the report filters
...
Screenshotmacro |
---|
Border | false |
---|
URL | /download/attachments/4817244/filter_general.png |
---|
|
Account code
If you want to To produce a bill report consisting only of only chargeable calls that were made using a particular account code, enter the account code in the field provided.
Reporting_filter |
---|
Filter | Account code |
---|
Value | 0140 |
---|
|
...
Summary only
To show only a summary of lost calls, instead of a an itemised list of all calls, tick the box Summary only, as shown below:
...
Choose from the Group calls by drop-down list the column by which how you want to group your results. You have the option of choosing User or Container from the drop down list below:
Reporting_filter |
---|
Filter | Group calls by |
---|
Value | User |
---|
|
...
As with all reports produced by TIM Plus, each page of the report includes the following information:
- the report's title, e.g. Account Summary
- the date and time that the report was generated
- the name of the report, if applicable
The Web format is the most interactive of all formats: all column headers are click-sortable and most graphical and tabular elements can be drilled down into, allowing deeper analysis of your results.
The headers body of this report are as followsthe report consists of an itemised call list for each billed user. Each itemised list has the following column headers:
Header | Description |
---|
Date & Time | The date and time the call started. |
Dialled number | The telephone number that was dialled. |
Destination | The location name associated with the dialled number dialled. |
Duration | The duration field shows the total time spent on the call (, in hh:mm:ss )format. |
Cost | The total cost of the call, irrespective of the local currency(s). |
Subtotal | The subtotal total cost of all outgoing calls for each user, excluding any local taxes. |
Bill total | The total cost of all outgoing calls , excluding any local taxesfor all users. |
Tax (20.0%) | The amount of any local tax that applies to the billsales tax to apply to the bill (if applicable). |
Total payable | The total amount payable, including any taxes. |
To modify your report to cover a larger organisational scope, click on an element of the breadcrumb as shown below:
Screenshotmacro |
---|
Border | false |
---|
Shadow | false |
---|
URL | /download/attachments/4817244/breadcrumb.png |
---|
|
...