Difference between revisions of "Responsible Accountant"
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=Description= | =Description= | ||
Responsible Accountant is an [[Users#User_types |Accountant]] who | Responsible Accountant is an [[Users#User_types |Accountant]] who can be assigned either to specific User(s) and/or Proivder(s). | ||
<br><br> | <br><br> | ||
= | ==User's Responsible Accountant== | ||
Responsible Accountant can be assigned for User in [[User Details|User Settings]] page, General block. After Accountant is assigned to User as Responsible Accountant, he is able to: | Responsible Accountant can be assigned for User in [[User Details|User Settings]] page, General block. After Accountant is assigned to User as Responsible Accountant, he is able to: | ||
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When "Show only assigned Users:" setting is checked in Accountant edit form, that Accountant will be able to see just those Users whom he is assigned as Responsible Accountant. That means, that Users who are assigned to other Accountants or not assigned at all, will not be shown in the Accountants' GUI. Pages which will be affected are: | When "Show only assigned Users:" setting is checked in Accountant edit form, that Accountant will be able to see just those Users whom he is assigned as Responsible Accountant. That means, that Users who are assigned to other Accountants or not assigned at all, will not be shown in the Accountants' GUI. Pages which will be affected are: | ||
* [[Active Calls]] | * [[Active Calls]] | ||
* [[Provider Active Calls]] | |||
* [[Action log]] | |||
* [[Archived calls | Archived Calls]] | |||
* [[Aggregate]] | |||
* [[Invoices]] | |||
* [[Last Calls]] | * [[Last Calls]] | ||
* [[Payments]] | * [[Payments]] | ||
* [[User Details]] | * [[User Details]] | ||
* [[Users Calls]] | * [[Users Calls]] | ||
* [[Country Stats]] | |||
* [[Loss Making Calls]] | |||
* [[Calls per Day]] | |||
* [[Calls per Hour]] | |||
* System Stats | |||
* Hangup Cause | |||
* [[Profit Stats]] | |||
* [[Graphs]] | |||
* Faxes | |||
<br> | |||
'''NOTE''' Responsible Accountant can be assigned only for Admin users - Reseller, Partner and simple User. | |||
<br><br> | <br><br> | ||
= | <!---This functionality is available from MOR X12---> | ||
==Provider's Responsible Accountant== | |||
Responsible Accountant can be assigned for Provider in [[Providers#General|Provider Settings]] page, General block. When "Show only assigned Providers:" setting is checked in Accountant edit form, that Accountant will be able to see just those Providers to which he is assigned as Responsible Accountant. That means, that Providers which are assigned to other Accountants or not assigned at all, will not be shown in the Accountants' GUI. Pages which will be affected are: | |||
* [[Providers]] | |||
* [[Provider Active Calls]] | |||
* [[Quick Providers changes]] | |||
* [[Providers Statistics]] | |||
* [[Active Calls]] | |||
* [[Aggregate]] | |||
* [[Archived calls]] | |||
* [[Calls per Day]] | |||
* [[Calls per Hour]] | |||
* [[DID Management|DIDs]] | |||
* [[DIDs Stats]] | |||
* DIDs Summary | |||
* Hangup Cause Stats | |||
* [[LCR]] - Providers will be shown but without real names. | |||
* [[Last Calls]] | |||
* [[Local Calls]] | |||
* [[Simultaneous Calls stats|Load Stats]] | |||
<br> | |||
=See Also= | =See Also= | ||
* [[Accountant permissions]] | * [[Accountant permissions]] | ||
Latest revision as of 17:04, 15 May 2018
Description
Responsible Accountant is an Accountant who can be assigned either to specific User(s) and/or Proivder(s).
User's Responsible Accountant
Responsible Accountant can be assigned for User in User Settings page, General block. After Accountant is assigned to User as Responsible Accountant, he is able to:
- Get Warning balance email which informs about Users' critical Balance.
When "Show only assigned Users:" setting is checked in Accountant edit form, that Accountant will be able to see just those Users whom he is assigned as Responsible Accountant. That means, that Users who are assigned to other Accountants or not assigned at all, will not be shown in the Accountants' GUI. Pages which will be affected are:
- Active Calls
- Provider Active Calls
- Action log
- Archived Calls
- Aggregate
- Invoices
- Last Calls
- Payments
- User Details
- Users Calls
- Country Stats
- Loss Making Calls
- Calls per Day
- Calls per Hour
- System Stats
- Hangup Cause
- Profit Stats
- Graphs
- Faxes
NOTE Responsible Accountant can be assigned only for Admin users - Reseller, Partner and simple User.
Provider's Responsible Accountant
Responsible Accountant can be assigned for Provider in Provider Settings page, General block. When "Show only assigned Providers:" setting is checked in Accountant edit form, that Accountant will be able to see just those Providers to which he is assigned as Responsible Accountant. That means, that Providers which are assigned to other Accountants or not assigned at all, will not be shown in the Accountants' GUI. Pages which will be affected are:
- Providers
- Provider Active Calls
- Quick Providers changes
- Providers Statistics
- Active Calls
- Aggregate
- Archived calls
- Calls per Day
- Calls per Hour
- DIDs
- DIDs Stats
- DIDs Summary
- Hangup Cause Stats
- LCR - Providers will be shown but without real names.
- Last Calls
- Local Calls
- Load Stats
