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Working in Account Overview

When you first open an Account page, the Overview tab is selected. From here, you can quickly review key aspects of the current setup and state of the Account:

• The latest Bills for the Account are listed and you can view charts that track revenue, billed usage data, and billed recurring charges data for the service period covered by the latest Bills.

• Linked entities on the Account are listed and you can review and manage these directly from the tab:

  • Prepayments

  • Attached Plans

  • Contracts

• Metadata for any Custom Fields or External Mappings created for the Account are shown.

This topic explains how to work in the Account Overview tab to review latest Bills on an Account and review and manage linked entities on an Account:

• Reviewing Latest Bills on Accounts

• Reviewing Linked Account Entities

• Reviewing Account Metadata

Reviewing Latest Bills on Account

When you open an Account's Overview tab, on the Latest bills card the latest ten Bills for the Account are listed ordered by Bill date with the most recent Bill at the top:

• A chart tracking revenue for the Latest bills is also loaded:

• Hover over a Bill date to check the Total billed amount.

• Use the controls at top-right to zoom in and out of the chart:

• Select the menu to download the chart to your Downloads folder in SVG, PNG, or CSV format:

You can also bring up billed quantities charts for Latest bills. These show the quantities used for billed amounts - either for usage charges by an Aggregation used to price Account Plans or for recurring charges by a Counter used to price Account Plans.

• For the Billed usage chart, select an Aggregation:

• The usage data measures used for billed usage are loaded into the chart, and you can hover over a data point to read-off a specific measure:

• For the Billed recurring charges chart, select a Counter:

• The Counter values used for billed recurring charges are loaded into the chart, and you can hover over a data point to read-off a specific value:

• Note that the same zoom controls and download functions available on the revenue tracker chart are available on these billed quantities charts also.

Reviewing Linked Account Entities

When you scroll down the Overview tab, you can review and manage entities linked to the Account.

Reviewing Prepayments

The Active and pending prepayments card lists any Prepayments created for the Account:

• You can manage any of the Prepayments listed directly from here:

  • Select the hotlink text of a Prepayment to open the Prepayment details page. See Viewing Prepayment Details.

  • Duplicate a Prepayment for the Account. See Duplicating Prepayments.

  • Edit or Delete a Prepayment.

• If you want to add a new Prepayment to the Account, select Create prepayment. The Prepayments>Create page opens for the Account. See Creating Prepayments for Accounts.

• If you want to go to the Account>Prepayments tab, select View all.

Reviewing Attached Plans

The Active and pending attached plans card lists any Plans attached to the Account:

• You can manage any of the attached Account Plans listed directly from here:

  • Select the hotlink text of an attached Plan to open the Plan attachment page and review the Account Plan details.

  • Edit or Delete an attached Account Plan.

• If you want attach another Plan to the Account, select Create plan attachement. The Attached plans>Create page opens. See Attaching Plans to an Account.

• If you want to create a custom Account Plan or custom Account Plan Group for the Account, use the three-dot menu at top-right. The Attached plans>Create page opens. See Creating Custom Plans for Accounts or Creating Custom Plan Groups for Accounts:

• If you want to go to the Account>Attached plans tab, select View all.

Reviewing Contracts

The Active and pending contracts card lists any Contracts added to the Account:

• You can manage any of the Contracts listed:

  • Select the hotlink text of a Contract to open the Contract Details page.

  • Edit a Contract or Delete a Contract from the Account.

• If you want to add a new Contract to the Account, select Create contract. The Contracts>Create page opens for the Account. See Creating Contracts for Accounts.

• If you want to go to the Account>Contracts tab, select View all.

Reviewing Account Metadata

When you scroll down the Overview tab, you can review the Account metadata.

To review Account metadata:

1. Scroll down the Account Overview tab to the Account metadata panel:

2. Review the metadata for the Account:

• Custom fields. Any Custom fields created for the Account are listed, and you can Copy the String or Number value of a Custom Field to your clipboard. See Working with Custom Fields for more details

• External mappings. Any existing mappings created for the Account are listed:

  • The external System and Table mapped to are listed - such as NetSuite - Item in the above example.

  • The external entity ID mapped to is also shown and you can Copy this directly to your clipboard.

  • Note that you can start a Create external mapping workflow directly from here. See Creating and Managing External Mappings for Accounts for an example.

Next: Reviewing and Recalculating Bills for an Account

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