Functionality

The Enterprise Portal tool provides a single location for managing; Accounts, Orders, Invoices, Repairs, Network Tools and Support. The following functionality is available:

Bill Presentment Bill Analysis
  • View current statements and up to 13 months of historical statements
  • View detail data for up to 13 months (Note: this is on a go-forward basis, not all 13 months will display when first signing up)
  • View single statement or consolidate multiple statements to easily see total costs
  • Compare current costs to historical data to quickly identify unanticipated variances and analyze cost and usage trends
  • Print or export data (PDF, CSV, XML) (ask for a Premium account)
  • Access customized reports to meet specific reporting needs
  • Access customized filters to quickly extract specific information from high volumes of data (calls made to a specific number, costs greater than a specific value, calls made during a certain timeframe)
  • Schedule automated reports for recurring delivery to user and additional recipients
  • Run reports against multiple levels of the organizational structure (corporate, departmental, individual, geographical) (ask for Premium account)
  • Print or export table and graph reports (PDF, CSV, JPG, PNG, XML) (ask for Premium account)
Gain immediate access to pre-defined Summary and Detail reports:

  • Charge Detail
  • Usage Detail
  • Statement of Account
  • Account Aging Summary
  • Credits and Adjustments
  • Credit Note Summary
Payments Cost Allocation
  • Make individual or consolidated payments via ACH from checking or savings
  • Store payment sources to quickly manage payment process
  • Print remittance slip for offline payment
  • Allocate accounts and services to unique organizational hierarchy with built-in hierarchy functionality in minutes (ask for Premium account)
  • Run monthly Cost Allocation report with a few clicks (ask for Premium account)
  • Print or export (PDF, CSV, XML) (ask for Premium account)
Paperless Billing Account Management
  • Eliminate unnecessary paper bills and go green by accessing all statements online. Access up to 13 months of historical information, printable and exportable statements and reports for offline storage and management.
  • Receive email notifications when new statements are available.
  • Print remittance slip for offline payment.
  • Setup & Options:
    • Add and manage users by selecting permissions and aligning visibility to a specific area within the organizational hierarchy
    • Apply customized markups to reports for re-billing (ask for a Premium account)
    • Define personal and business phone numbers to enforce employee calling policies
Still need help? Call 1.866.947.5988 or Live Chat

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