Default Accounts

Default Accounts

Default Accounts provides a way for charges that are not already associated to an account or that cannot be assigned to an account to still be billed.  There are two different default accounts, one for call charges and one for discrepancies.

The Default Account for Calls will be responsible for call charges that are associated to an extension that is not associated to an account.  The call charges can be collected through UCE or can be imported through Vendor Media.

The Default Account for Discrepancies will be responsible for the difference between the invoice amount and the imported charges.  These charges will only be seen when you import charges through Vendor Media Imports.

If you are using the Funded Program, negative balances for accounts can also be transferred to the default account.  When funds become available the negative account balances will be transferred back to the original account.

Default Account for Calls

  1. Click System Admin
  2. In the Navigation pane, click Billing Settings then Billing General Settings
  3. There are two ways to add an default account for calls:
    • Within the toolbar directly above the Navigation pane, click the Manage Default Account for Calls
    • Within the Actions pane, click Manage Default Account for Calls
  1. With either of the above options, the Update Settings popup opens.
  2. Click on the dropdown arrow in the Default Account Number textbox, this brings up a list of all the account numbers within your database.
  3. From the list, select the default account. Once the account is populated in the field, click the Update button.
  4. As calls are processed or during the Update Call Record process the call records that do not have an associated account are associated to this account number.

Changing the Account

  1. If you want to change the default account number, select a new one from the list and click on the Update button.

Removing the Account

  1. If you want to remove the default account number, select the blank space at the top of the list and click the Update button.

Default Account for Discrepancies

  1. Click System Admin
  2. In the Navigation pane, click Billing Settings then Billing General Settings
  3. There are two ways to add an default account for calls:
    • Within the toolbar directly above the Navigation pane, click the Manage Default Account for Discrepancies
    • Within the Actions pane, click Manage Default Account for Calls
  1. With either of the above options, the Update Settings popup opens.
  2. Click on the dropdown arrow in the Default Account Number textbox, this brings up a list of all the account numbers within your database.
  3. From the list, select the default account. Once the account is populated in the field, click the Update button.
  4. After you have imported charges through the Vendor Media Import, any discrepancies between the invoice and the detail files can be transferred to this account.

Changing the Account

  1. If you want to change the default account number, select a new one from the list and click on the Update button.

Removing the Account

  1. If you want to remove the default account number, select the blank space at the top of the list and click the Update button.