I-Billing Setup & Reporting: Billing

View Statements

Steps

1. Select Statements from the toolbar. The most recent statement will automatically display.
2. To change the month, select the desired month from the Statement drop-down.

View Subscriber Details

The specific charges are broken down and displayed for each subscriber.

Steps

1. Select the desired month in the Statement drop-down.
2. Click Expand Statement.
3. Select View.

Comparing Statements

You can:

• Set up comparisons for up to 12 months of usage.
• Determine usage patterns.
• Ensure customer is on correct rate plan.

Steps

1. Select the statement date for the month you want to compare.
2. Select the time frame in the Compare drop-down.
3. Select View.

View a Hierarchy

• The Cost Allocation Tab displays
  • Allocated costs based on the hierarchy you created.
  • The main nodes, or branches, and that group’s total expenses. Each of these nodes may be expanded to specific divisions.

Steps

1. Select the statement month from the Data drop-down.
2. Select view report.
3. Each branch can be drilled down to the subscriber level to see the charges.

Export Report Data

You may export report data to PDF, CSV, or XML.

Steps

1. Select export.
2. Select the desired format.
3. Click ok.
4. A pop-up screen displays the message Processing Report Data.
5. After processing has completed, click Open to display the report in the format you selected, or Save to save the file.

Add a report

Steps

1. Select add report
2. Select Start a new report of type or Start with a copy of an existing report
3. Click ok
4. Enter a name for the report
5. Select a Default Filter from the drop-down, if desired, or select None
6. Select to include or exclude specific columns from the report
7. Select type(s) of information to sort by from drop-down menus
8. Determine if this report should be shared with other users and select either Share this report or Do not share this report
9. Click ok. The report is generated and saved
10. To view your report, go to the Summary tab and select the report.

Edit a Report

Steps

1. From the Summary tab or Detail tab, select the desired report type and choose edit report.
2. Make the desired changes to the report type.
3. Click ok. The edited report type is displayed on the Summary tab.

Order a Report

Ordering means setting the scope, frequency, and format of a report.

Steps

1. Select the desired hierarchy level, data (month) and filter.
2. Select One-time or Monthly to produce this report just once or every month.
3. Choose the desired file format and page layout. I-Billing defaults to CSV in portrait format.
4. To ensure report includes all available records, select the Override record settings check box. This overrides any default row limits for the report.
5. Select the desired Notification option for actions that occur when the report is completed.
   

View a Report

Steps

1. Select Level of report.
2. Select month from the data drop-down.
3. Select filter from the filter drop-down.
4. Select the report you would like to view.
5. Select view report

Spend Report

I-Billing Spend can quickly be pulled utilizing a Subscriber Summary Report from either the Summary Tab or the Detail Tab in I-Billing. Either of these reports can be customized to present the data in a variety of ways.

Spend Summary Report - Summarized by Month and Account
Note: Ensure accounts are linked prior to running report for multiple BANs

Steps

1. Login to CAT.
2. Query the Summarized.
3. Select Summarized.
4. Select Summarized tab.
5. Select Summarized.
6. Start with a copy of an existing report: Subscriber Summary report type> subscriber summary
7. Group the report by Month.
8. Subgroup the report by Account Number.
9. Select OK.
10. View the data for any of the last 12 months. Alternatively, selecting “All Data” will show the last 12 months in one report.
11. Export the report as CSV file type and format according to your customer’s needs.

Spend Detail Report - Summarized by Month and Account and Subscriber

Note: Ensure accounts are linked prior to running report for multiple BANs

Steps

1. Login to CAT.
2. Query the BAN.
3. Select CSR Login.
4. Select Detail tab.
5. Select Add Report.
6. Start with a copy of an existing report: Subscriber Summary report type> subscriber summary
7. Sort 1 by Statement Date.
8. Sort 2 by Account Number.
9. Sort 3 by Type.
10. Sort 4 by Subscriber Number.
11. Reorder the Included Columns so that Statement Date is 1st, Account Number is 2nd, Type is 3rd, and Subscriber Number is 4th. The report setup should look like this.
12. The report when viewed in I-Billing will look like this
13. This report will likely need to be ordered since it is over 1000 records long. Select the radio button for the newly created detail report and choose the month for the report (or choose “All Data”).
14. Select Order Report.
15. Order the report as CSV format and Override the record setting in the report to include all available records.
16. Select Submit Order.
17. When the order is complete, select the report from the Completed Orders screen to save to your computer.
18. Subtotal the report and format according to your customer’s needs.

Add Descriptions

Adding descriptions to the services associated with mobile numbers allows you to easily identify users, cost centers, or whatever matters most to your business:

• Adding service descriptions allows you to customize the information available in your I-Billing account to even better mirror your organization.
• Service descriptions can be added as columns in Detail Reports, and you can use them to group Summary Reports.
• Service descriptions are above and beyond the descriptions already entered in the node name, the description, and the GL code entered at the time of building your hierarchy.

Steps

1. To edit descriptions, select the rows you would like to add descriptions to.
2. Select Edit Descriptions.
3. Add the applicable descriptions to each of the services in the Description 1 and 2 fields.
4. Select Save.

Link and Unlink Accounts

I-Billing can be used to link two or more BANs to manage statements. You cannot link or unlink your own accounts. You will need to call Business Care to link or unlink your accounts.

Setup Filters

For instructions on setting up commonly used types of filters and reports, see I-Billing Filters.

Setup Hierarchies

• Hierarchies allow you to mirror your organizational model and assign services to the divisions and departments of your company.
• Having a hierarchy makes it easy to report on your telecommunication usage and services, and to allocate costs to the appropriate divisions.

Steps

1. From the Setup tab select Set Hierarchy
   • The default hierarchy on the account, the Public Hierarchy, is also the Master Hierarchy. This hierarchy will be active upon each login.
   • Another hierarchy may be set as active, and all changes made while still logged in will impact the hierarchy you have set as active.
   • I-Billing access for sub users can be limited to certain branches of the hierarchy. If your company will be doing this, all changes should be made under the default master hierarchy.
   • New hierarchies can be created for needs not related to the business overall, or to experiment with organizational changes.
   • Hierarchies consist of individual nodes connected together in parent-child relationships to form a tree structure of an organization. Services, which are specific charge types, are assigned to these nodes so costs can be allocated by divisions and reports, and can be viewed at any level of the organization.
   • The administrative user determines permissions for managing hierarchies.
2. Name your hierarchy.
3. Select whether it should be private, only viewable under the login that created the hierarchy, or public and viewable by all.
4. Indicate whether to start with a blank hierarchy or, if you have an existing hierarchy, start with a copy.

Develop Corporate Hierarchies

To begin developing the tree structure to mirror your organization, select Tree Builder. Here you will easily create the nodes that will make up the hierarchy.

Steps

1. From the Set Up tab select Tree Builder.
2. Enter a simple model of your organization; you may also enter the General Ledger (GL) or cost center number.
3. Click Add Nodes.
4. Once primary nodes, or branches, are added, select the box next to any node. Use the same method to add subnodes.
   

Hierarchy Examples

Assign Users to Corporate Nodes

To begin assigning lines and their related services to different levels of your hierarchy, select Edit Levels from the Setup tab.

Steps

1. From the Setup tab select Edit Levels under the Hierarchies box
2. Select Corporate under Level
3. Select Services
4. If you would like to search for specific criteria, use the Find tool
5. To assign a line to a level of your hierarchy, select the check box next to each service for that line.
6. Select Move Services.
7. Verify you have the desired services selected.
8. Choose the node you would like to move the line to from the drop-down menu and click ok. Confirm the move on the following screen.

• Moving all the services for a line will associate that line’s charges with the indicated node or branch. This will impact future cost allocations. In addition, if that branch is selected for future reports on the Summary and Detail tabs, the mobile number assigned to the branch will be populated.
• If sub users are set up with access to only certain levels of the hierarchy, they will not be able to view the mobile number under their login until the line’s services are assigned.
• Different service types for the same mobile number can be assigned to different levels of the hierarchy. For example, the plan could be billed to the department, while premium services can be assigned to a node that you bill back to the users.

Split Services

Splitting Services allows you to divide a specific charge type, such as plan charges, between two nodes, or branches; this is most useful if an employee works in multiple departments or locations.

Steps

1. To split a service between nodes, select the check box next to each service for that line.
2. Select SplitServices.
3. Ensure you have the correct services selected.
4. Enter the percentages you would like to assign to the different nodes.
5. Select the proper nodes to assign the services to.
6. Click ok to split and confirm on next screen.

• Note: When splitting services, the percentages for the different nodes must add up to 100%.
  You can also reduce or increase the percentage of a charge being billed to a node from this page.