Billing Report

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.

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:

Bill calculation	Description
Markup on each call	You can add a percentage markup to each call. To do this, enter the percentage you would like to mark the call up by here.
Surcharge per call	You may want to have a surcharge on each call. A surcharge is a fixed amount that is added to the original cost of the call.

Billing options

Billing option	Description
Include operator-assisted calls	By default, the bill includes all calls made from an extension regardless of whether or not the call was originally dialled by that extension, or by an operator on behalf of that extension. To exclude operator-assisted (or transferred outgoing) calls, deselect the check box provided.
Include client's own LCR accesses	Used in the billing platform version to indicate that you would still like to bill for calls that didn't use your network.
Account	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.

How do you want the bill to look?

Bill's look	Description
Detailed (itemised) bill	This option will give you a complete itemised list of each call made by the billing entity you selected.
Summary (cost only) bill	This option will give you a summary of each billing entity's calls rather than a completely itemised list.

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.