How to use I-Billing for Business

With I-Billing, you can get detailed information about charges and call history for your business. Check out our guides below to find out how to use this powerful tool.

 

To get started with I-Billing, check out our I-Billing portal to log in, sign up, or reset your password.

 

 

Statements

Use this to view information for the last 12 months of charges.

 

View statements

  1. Select Statements from the menu. The most recent statement will automatically display.
  2. To change the month, select the month from the drop-down and click View.

 

View line details

  1. Select the month in the Statement drop-down.
  2. Click Expand Statement.

 

Compare statements

  1. Select the statement date for the month you want to compare from the Month drop-down.
  2. Select the time period in the Compare drop-down.

 

 

Cost Allocation report

Select Cost Allocation from the Reports drop-down to see how charges are divided in your hierarchy.

 

View a hierarchy

  1. Select the statement month from the Data drop-down.
  2. Drill down into a branch to see charges at the subscriber level.

 

Export report data

  1. Select Export.
  2. Select the format.
  3. Click OK.

 

 

Spend reports

I-Billing Spend can be pulled using a Subscriber Summary Report from either the Summary Reports page or the Detail Reports page in I-Billing. Either of these reports can be customized to present the data in a variety of ways.

 

Spend Summary

Summarized by month and account. Make sure accounts are linked prior to running a report for multiple accounts.

 

  1. Login to I-Billing.
  2. From the Summary Reports page, click Add Report.
  3. Select Start with a copy of an existing report: Subscriber Summary report type.
  4. Click Continue.
  5. Group the report by Month.
  6. Subgroup the report by Account Number.
  7. Select Save.
  8. View the data for any of the last 12 months. Alternatively, selecting “All Data” will show the last 12 months in one report.

 

Spend Detail

Summarized by Month, Account, and Subscriber. Make sure accounts are linked prior to running a report for multiple accounts.

 

  1. Login to I-Billing.
  2. From the Detail Reports page, click Add Report.
  3. Select Start with a copy of an existing report: Subscriber Summary report type.
  4. Click Continue.
  5. Sort 1 by Statement Date.
  6. Sort 2 by Account Number.
  7. Sort 3 by Type.
  8. Sort 4 by Subscriber Number.
  9. Reorder the Include Columns so that Statement Date is 1st, Account Number is 2nd, Type is 3rd, and Subscriber Number is 4th.
  10. Click Save.
  11. You may need to order this report since it can be lengthy. Select the Order Report icon for the new report from the Detail Reports page.
  12. Order the report as CSV format and select All Data from the drop-down to include all available records.
  13. Select Submit Order.
  14. When the order is complete, select the report from the Report Orders: Completed Orders page to save to your computer.
  15. Subtotal the report and format according to your needs.

 

 

Summary Reports & Details Reports pages (add, edit, order, or view reports)

Select Summary Reports or Detail Reports from the Reports drop-down in the menu to access the reports page.

 

Add a report

  1. Click Add Report from the Summary Reports or Detail Reports pages.
  2. Select Start a new report of type or Start with a copy of an existing report.
  3. Click Continue.
  4. Enter a name for the report.
  5. Select a Default Filter from the drop-down or select None.
  6. Select type(s) of information to sort by from the drop-down menus.
  7. Select to include or exclude specific columns from the report.
  8. Select Share this report if you want to share this report with other users.
  9. Click Save. The report is generated and saved.
  10. To view your report, go to the Summary Reports page and select the report.

 

Edit a report

  1. From the Summary Reports page or Detail Reports page, select the Edit Report icon.
  2. Make any changes to the report type.
  3. Click Save. The edited report type is displayed on the corresponding reports page.

 

Order a report

Ordering means setting the scope, frequency, and format of a report.

 

  1. From the Summary Reports or Detail Reports pages, click the Order Report icon.
  2. Select the hierarchy level, data (month), and filter.
  3. Select One-time or Monthly to produce this report just once or every month.
  4. Choose the file format and page layout. I-Billing defaults to CSV in portrait format.
  5. Select the number of rows to return. Select All data to return all rows.
  6. Select the desired Notification option for actions that occur when the report is completed.
  7. Click Submit order.
  8. Once you've ordered a report, the Pending Orders page appears displaying your requested parameters.
  9. Once the report is completed, it appears on the Completed Orders page. If you chose to receive an e-mail notification when the report was complete, you will receive the e-mail at that time; otherwise, you may simply select Report Orders from the menu to go to the Completed Orders page, and select the report you'd like to view.

 

View a report

  1. From the Summary Reports or Detail Reports pages, click the report name.
  2. Select a month from the Data drop-down.
  3. Select the hierarchy level from the Level drop-down.
  4. Select a filter from the Filter drop-down.

 

 

Setup Page: Add descriptions

Adding descriptions to the services associated with mobile numbers allows you to identify users, cost centers, or whatever matters most to your business.

 

  • Adding service descriptions allows you to customize the information available in your I-Billing hierarchy to even better mirror your organization.
  • Service descriptions can be added as columns in Detail Reports, and you can use them to group Summary Reports.
  • Service descriptions are above and beyond the descriptions already entered in the node name, the description, and the General Ledger (GL) code entered at the time of building your hierarchy.

 

Add service descriptions

  1. Select Edit Levels under Hierarchies.
  2. Select Services from the Display drop-down.
  3. To edit descriptions, select the rows you would like to add descriptions to.
  4. Select Edit Descriptions.
  5. Add the applicable descriptions to each of the services in the Description 1 and 2 fields.
  6. Select Save.

 

Add phone number descriptions

  1. Click Phone Numbers under Descriptions.
  2. Select Add phone numbers.
  3. Enter the mobile number and applicable descriptions in each field.
  4. Click Save.

 

Add multiple phone number descriptions simultaneously (import from a CSV file)

  1. Click Phone Numbers under Descriptions.
  2. Select Import Descriptions.
  3. Click Choose file and select the file saved to your computer.
  4. Select Open.
  5. Click Ok.

 

 

Setup Page: Link, Unlink, and Filter

 

Link and Unlink Accounts

I-Billing can be used to link two or more accounts to manage statements. To link or unlink your accounts, call Business Care.

 

Setup Filters

For instructions on setting up commonly used types of filters and reports, see I-Billing Filters.

 

 

Setup Page: Hierarchies

  • Hierarchies allow you to mirror your organizational model and assign services to the divisions and departments of your company.
  • Having a hierarchy makes it easy to report on your usage and services, and to allocate costs to the appropriate divisions.

 

How to set up hierarchies

  1. From the Setup page, select Set Hierarchy under Hierarchies.
    • The default hierarchy on the account, the Public Hierarchy, is also the Master Hierarchy. This hierarchy will be active upon each login.
    • Another hierarchy may be set as active, and all changes made while still logged in will impact the hierarchy you have set as active.
    • I-Billing access for sub users can be limited to certain branches of the hierarchy. If your company will be doing this, make all changes under the default master hierarchy.
    • New hierarchies can be created for needs not related to the business overall, or to experiment with organizational changes.
    • Hierarchies consist of individual nodes connected together in parent-child relationships to form a tree structure of an organization. Services, which are mobile numbers, are assigned to these nodes so costs can be allocated by divisions and reports, and can be viewed at any level of the organization.
    • The administrative user determines permissions for managing hierarchies.
  2. Name your hierarchy.
  3. Select whether it should be private (only viewable under the login that created the hierarchy) or public (viewable by all users assigned to the top node of the hierarchy).
  4. Choose whether to start with a blank hierarchy or, if you have an existing hierarchy, start with a copy of an existing hierarchy.

 

Develop Corporate Hierarchies

Select Tree Builder under Hierarchies from the Setup page to develop the tree structure to mirror your organization. Here you'll create the nodes that make up the hierarchy.

 

  1. Enter a simple model of your organization; you may also enter the General Ledger (GL) or cost center number.
  2. Click Add Nodes.
  3. Once primary nodes, or branches, are added, click the node. Use the same method to add subnodes.
    • All accounts assigned to a Node being removed will be moved to the Unassigned Node.
    • If a Service (i.e., mobile number) is assigned to a Node that is removed, but the associated Account remains assigned elsewhere, the Service is assigned to the parent of the Node being removed.

 

 

Setup Page: Assign Nodes and Split Services

 

Assign Users to Corporate Nodes

Select Edit Levels under Hierarchies from the Setup page to assign lines and their related services to different levels of your hierarchy.

 

  1. Select Corporate from the Level drop-down.
  2. Select Services from the Display drop-down.
  3. To search for specific criteria, use the Search field under the More filter options.
  4. To assign a line to a level of your hierarchy, select the check box next to the mobile number. Account level charges will split into multiple services.
  5. Select Move Services.
  6. Choose the node you'd like to move the line to from the drop-down menu and click Ok.
  7. Confirm the move on the following screen.
    • Moving all the services for a line will associate that line’s charges with the indicated node or branch. This will impact future cost allocations. In addition, if that branch is selected for future reports on the Summary and Detail tabs, the mobile number assigned to the branch will be populated.
    • If sub users are set up with access to only certain levels of the hierarchy, they won't be able to view the mobile number under their login until the line’s services are assigned.

 

Split Services

Splitting Services allows you to divide a specific charge type, such as plan charges, between two nodes or branches. This is most useful if you have an employee who works in multiple departments or locations.

 

  1. To split a service between nodes, select the check box next to the mobile number.
  2. Select Split Services.
  3. Enter the percentages you'd like to assign to the different nodes.
  4. Select the nodes to assign the services to.
  5. Click Ok to split and confirm on next screen.
    • When splitting services, the percentages for the different nodes must add up to 100%.
    • You can also reduce or increase the percentage of a charge being billed to a node from this page.

 

 

Setup Page: Manage Users and Personal Information

 

Manage Users

As an administrator, you can add users and customize their permissions.

 

  1. Click User Profiles > Manage Users.
  2. Click Add User.
  3. Enter the required information.
  4. Select the user permissions to assign.
  5. Click Save.

 

Update personal information

  1. Click User Profiles > Personal Information.
  2. Update the information you want to change.
  3. Click Save.