If you would like to be given access to our Billing Portal, simply contact us and we will set you up with your own login details.
To log in, enter your username and password at the main login page on the URL below then submit:
Once successfully logged in, the billing home page will be displayed. The left-hand menu lists the various sections of the portal (the default home page is set to ‘View My Bills’).
The following sections in this user guide will explain each menu item in further detail.
The hierarchy of your organisation is displayed in a tree-format under the ‘My Organisation’ heading. The tree is expandable/collapsible and clicking on any level will display further information on the main page.
The top right-hand menu contains the administrative options:
- My Account – takes you to the home page.
- Settings - change your account password (see below).
- Log Out
View My Bills
Your company’s invoices are displayed along with a summary of the information contained within. If an invoice is displaying as ‘Unbilled’ in the Invoice Number column, it means that the invoice has not yet been issued and is liable to change before the point of delivery.
To open the invoice in more detail just click on the invoice number.
The invoice is then broken down into further detail, as shown in the below image. The call charges and the service charges are shown separately. Both charges, as well as their respective amounts, are clickable fields.
From here you can also download the invoice or the reports that go with it.
Call charges are broken down into categories and call types. You can decide exactly what data is displayed on-screen. In the example below, ordinary voice calls have been selected, which are then broken down further into more specific call categories.
Mobile is then chosen:
The mobile calls are then broken down by provider or, in the case of international calls, country. You can navigate back one, or as many steps as desired, by clicking on the path bar above the displayed data. This is true throughout the application.
Selecting any of these will provide you with an itemised breakdown of the chosen call type (see example below). Depending on volume this may run across several pages, which can be navigated by using the arrows at the foot of each page. The number of data displayed can also be increased (or decreased), using the ‘Results Per Page’ option.
Also from the invoice front page, clicking on ‘Service Charges’ will give you a breakdown of individual service charges per invoice, and are broken down by frequency.
This example shows a breakdown of the monthly charges:
The Reports section allows you to run a range of pre-configured reports:
To run a report, select the required name from the drop-down menu, as well as the billing period. Each report is available in PDF, CSV, or Excel format.
The below image shows an example of the Call Type Analysis report in PDF format. These reports can be saved in the same way as with any document using the above formats.
In this example, the calls to the non-geographic numbers (0800, 0845, 0870) represent inbound calls made.
The call analysis section allows you to search through the calls based on specified criteria:
Select which month you want to see from the ‘Period’ drop-down. Clicking on the search button will return the data in an itemised format. If you use more than one of the fields, all criteria must be met.
The next image shows an example of all calls costing more than £10 in a specified billing period. The reported results can be downloaded in a CSV document.
View My Phone Numbers
This section lists all telephone numbers assigned to your organisation. Clicking on one of the site names from the left-hand menu will list all numbers for that site only.
Usernames (and Descriptions) may also be assigned to a number, by clicking on the number and using the edit function. There is a drop-down feature that allows you to select a username from the list. Please see the following section for more information on users:
This section is only relevant if you wish to attribute a user to an extension number. A list of extensions may appear within the Users section and these details may be modified, or new usernames may be added. Once defined, Departments (see Manage Departments) may also be assigned to a username:
Click on the ‘Add New User’ button and fill out the required data. After insertion, the user can be assigned to a number (see View my Telephone Numbers).
Once added, the user information can be edited or deleted at any time.
Manage Departments and Cost Centers
Departments or Cost Centers can be entered as appropriate for your business, and are entered in much the same way as the users, by navigating to the relevant section. This enables you to analyse departmental spend in the reports section.
Having added these user administration and departmental details, you will notice that the expandable company details tree on the left-hand side of the application has been updated with the new department information.
A PDF version of this guide can also be downloaded on the link below: