Difference between revisions of "Responsible Accountant"

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=Description=
=Description=


Responsible Accountant is an [[Users#User_types |Accountant]] who is responsible for assigned Users activity and profit.
Responsible Accountant is an [[Users#User_types |Accountant]] who can be assigned either to specific User(s) and/or Provider(s).
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=Usage=
==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:
A Responsible Accountant can be assigned for the User in the [[User Details|User Settings]] page, General block. After the Accountant is assigned to the User as the Responsible Accountant, he can:
<!---This functionality is available from MOR X5--->
<!---This functionality is available from MOR X5--->
* Get [[Warning balance]] email which informs about Users' critical Balance.
* Get [[Warning balance]] email which informs about the Users' critical Balance.
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<!---This functionality is available from MOR X6--->
<!---This functionality is available from MOR X6--->
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 the "Show only assigned Users:" setting is checked in the Accountant edit form, that Accountant will be able to see just those Users whom he is assigned as the 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 that will be affected are:
* [[Active Calls]]
* [[Active Calls]]
* [[Provider Active Calls]]
* [[Action log]]
* [[Archived calls | Archived Calls]]
* [[Archived calls | Archived Calls]]
* [[Aggregate]]
* [[Invoices]]
* [[Invoices]]
* [[Last Calls]]
* [[Last Calls]]
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* [[Loss Making Calls]]
* [[Loss Making Calls]]
* [[Calls per Day]]
* [[Calls per Day]]
* [[Calls per Hour]]
* System Stats
* Hangup Cause
* Hangup Cause
* [[Profit Stats]]
* [[Graphs]]
* Faxes
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'''NOTE''' Responsible Accountant can be assigned only for Admin users - Reseller, Partner and simple User.
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=Statistics by Responsible Accountant=
<!---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 the "Show only assigned Providers:" setting is checked in the Accountant edit form, that Accountant will be able to see just those Providers to which he is assigned as the Responsible Accountant. That means that Providers that 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]]
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How is going Accountant work with specific Users group (or one User) you are able to check in [[Profit Stats]] page.
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=See Also=
=See Also=


* [[Accountant permissions]]
* [[Accountant permissions]]

Latest revision as of 12:16, 6 January 2026

Description

Responsible Accountant is an Accountant who can be assigned either to specific User(s) and/or Provider(s).

User's Responsible Accountant

A Responsible Accountant can be assigned for the User in the User Settings page, General block. After the Accountant is assigned to the User as the Responsible Accountant, he can:



When the "Show only assigned Users:" setting is checked in the Accountant edit form, that Accountant will be able to see just those Users whom he is assigned as the 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 that will be affected are:


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 the "Show only assigned Providers:" setting is checked in the Accountant edit form, that Accountant will be able to see just those Providers to which he is assigned as the Responsible Accountant. That means that Providers that are assigned to other Accountants or not assigned at all, will not be shown in the Accountants' GUI. Pages which will be affected are:


See Also

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