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 ten most recent ten Bills for the Account are listed and you can view charts that track revenue and billed usage data across the service period.
Linked entities on the Account are listed and you can review and manage these directly from the tab:
Prepayments
Attached Plans
Contracts
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 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:
Scroll down the page for the Billed Usage chart and select an Aggregation used to bill the Account:
The usage data measures used for billing using the Aggregation are loaded into the chart, and you can hover over a data point to read-off a specific measure:
Note that the same zoom controls and download functions available on the revenue tracker chart are available on this chart also.
Tip: Account Overview Charts not Showing? There are cases where charts will not show on the Account Overview tab:
The revenue tracking chart for an Account's Latest bills will not show if the Bills listed are in mixed currencies.
The Billed usage chart will not show if all of the Account's Latest bills are made up of standing charge, minimum spend, Prepayment fees, or Balance draw-down charge line items, since non of these charges involve aggregated usage for billing.
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 Attach Plan. The Create Account Plan 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 Create Plan page or Create Plan Group 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.