PortaBilling: User Manual
Contents
1. Reports The middle portion of report screens is a one year calendar PortaBilling keeps reports for one year and after that the reports are removed from the system The current month is displayed in the bottom right hand corner of the calendar Consider the following legend for the calendar b T N Mo Tu We Th Fr S NEA 1 7 3 4 5 Y ae Yd 4 1 2 n 11 121 14 f 16 if 12 19 1920 4 2223 A If present this arrow notifies the user that the report for this month is available for download by clicking the month link Three letter abbreviation of the month followed by the year If present this arrow notifies the user that two half monthly reports ate available and may be downloaded by clicking the links on the right Click this icon to download statistics for the first half of the month Click this icon to download statistics for the second half of the month Number of the week in the current year No report was generated for this week so there s no link Same as 6 but the report was generated and can be downloaded by clicking the link Day of the month No report was generated Link 1s inactive Day with linked reports are set off in bold and underscored Click to download the report The right hand portion of the screen may contain links to Quarterly and semi annual reports If a report 1s available the corresponding link is set off in bold and underscored Note the links are not displayed if the reports are n2. Semiannualy Jul Dec 2001 Jan Jun 2002 Download Options ea na 35 26 27 28 29 30 31 39 23 24 25 26 27 26 23 40 30 28 29 30 31 48 25 26 27 28 29 30 Consider g legend for the calendar 3 4 5 d V 1 Ifpresent this arrow notifies the user that the report for this month is available for download by clicking the month link 2 Three letter abbreviation of the month followed by the year 3 If present this arrow notifies the user that two half monthly reports are available and may be downloaded by clicking the links on the right 4 Click this icon to download statistics for the first half of the month c 2001 2006 PortaOne Inc All rights Reserved www portaone com 29 PORTA Billing 100 Statistics 5 Click this icon to download statistics for the second half of the month 6 Number of the week in the current year No report was generated for this week so there s no link 7 Same as 6 but the report was generated and can be downloaded by clicking the link 8 Day of the month No report was generated Link is inactive 9 Day with linked reports are set off in bold and underscored Click to download the report The right part of the screen contains links to Quarterly and semi annual reports If report is available corresponding link is set off in bold and underscored Download Options Default download format is CSV Some reports especially quarterly and semi annually can get pretty b
3. Time Aug 6 2002 05 00 08 PM Aug 6 2002 04 59 20 PM Aug 6 2002 08 32 35 AM Aug 6 2002 03 33 18 AM Aug 6 2002 12 33 47 AM Aug 6 2002 12 33 10 AM Aug 5 2002 08 17 46 AM Aug 4 2002 04 03 12 PM Aug 4 2002 07 18 16 AM Aug 1 2002 06 11 05 PM Aug 1 2002 06 11 05 PM Aug 1 2002 06 10 50 PM Aug 1 2002 12 31 53 AM Jul 31 2002 07 19 05 PM Jul 31 2002 07 15 08 PM Jul 31 2002 07 14 52 PM Jul 31 2002 07 11 00 PM Jul 31 2002 06 59 58 PM Charged time min sec 417 0 15 38 00 1 00 9 37 0 13 17 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 FO Logout Amount USD 0 05140 0 00300 38 00000 1 00000 0 10340 0 00260 17 00000 1 00000 3 00000 1 00000 1 00000 1 00000 5 00000 2 00000 1 00000 2 00000 151 01221 1 00000 Click l Download csv button to download CDRs in CSV format c 2001 2006 PortaOne Inc All rights Reserved www portaone com 24 PORTA Billing 100 Statistics Customer Reports The Customer Report screen presents the user with access to easy download of all reports that have been set for the Customer The left part of the of the screen is a one year calendar PortaBilling keeps reports for one year and after that the reports are removed from the system The current month is displayed in the bottom right corner of the calendar ec Customer reports ETE we Gr tomt Dec 2001 Mo Tulle Ther Sa Su ne 5 a 3 gp o 10 11 12 13 14 15 1
4. as Invoices Address Info ec Company Info gt M save id saventlose close ro togene Customer Name Selfcare Currency CAD Balance 0 00000 Address info Additional info Company Name Contact Mr IMsS JI Phone First Name Mt Fax Last Name Alt phone Address Alt Contact Email Summary only Province State ZIP City Country Region The Company Info screens allow maintaining the corporate information relating to your firm This data will be included on reports such as Receipts Invoices etc Field Description Company The conventional form of your firm s name Name Street address of the firm The country may be selected from a drop down list Primary telephone number for the firm Fax Primary fax telephone number Primary email contact for the firm For example info easycall com Summary When checked the customer will only receive brief Only summary emails rather than lengthy detailed reports as part of their regular service mails c 2001 2006 PortaOne Inc All rights Reserved www portaone com 1 5 PORTA E Billing 100 System Management Additional Info ec Company Info fi save il savencioe T Logout Customer Name Selfcare Currency CAD Balance 0 00000 CAD tariff Categorizing and Defaults Type Wholesale Billing Period weekly Time Zone farnerica vancouver zl The Additional Information tab only allows you to enter i
5. displayed on the top of the screen and table listing all calls and charges during the specified time period Es s e E gt Download csv amp Close From 17183680494 17183680494 17183680494 17183680494 17183680494 17183680494 17183680494 Card 400 xxxxxxxx027 Card 4007xxxxxxxx027 Card 4007xxxxxxxx027 Card 4007 xxxxxxxx027 Card 4007xxxxxxxx027 Card 4007xxxxxxxx027 Card 4007 xxxxxxxx027 Card 4007xxxxxxxx027 Card 4007xxxxxxxx027 4007xxxxxxxx027 Customer Call history Selfcare Total Charged Time min sec 0 00 Total Charged Total Credits Total Tranactions 78121183140 78129649644 To 499314527971 81073432596000 78123713254 78129315236 499314527971 Auth Auth Auth Auth Auth Auth Auth Auth Auth 000000 000000 Code Code Code Code Code Code Code Code Code 000000 000000 000000 000000 000000 000000 000000 000000 000000 0 CAD 0 CAD 0 Country SOUTH AFRICA Mobile SOUTH AFRICA Mobile SOUTH AFRICA Mobile SOUTH AFRICA Mobile SOUTH AFRICA Mobile SOUTH AFRICA Mobile SOUTH AFRICA Mobile SOUTH AFRICA Mobile SOUTH AFRICA Mobile SOUTH AFRICA Mobile SOUTH AFRICA Mobile SOUTH AFRICA Mobile SOUTH AFRICA Mobile SOUTH AFRICA Mobile SOUTH AFRICA Mobile SOUTH AFRICA Mobile SOUTH AFRICA Mobile SOUTH AFRICA Mobile Balance Charged by CAD tariff tariff Description Y 0 00000 CAD Wholesale Aug 29 2002 12 00 00 AM Aug 30 2002 12 00 00 AM Date
6. ec Periodical Payments Ga ada nen il Savetclose tooo Effective Now zi From To P DD MM YYYY DD MM YYYY Humber of Transfers Discontinued Delete 08 2 2003 500 weekly z Not Applicable os 02 2003 08 03 2003 E x a 4 08 02 2003 Pay balance weekly Not Applicable 08 02 2003 20 02 2003 2 T 4 4 Amount USD Edit Accepted Frequency Balance Threshold USD 09 02 2003 500 00 weekly Not Applicable 08 02 2003 08 03 2003 08 02 2003 100 00 weekly Not Applicable 08 02 2003 08 03 2003 Description Amount Specify fixed amount to be paid or click amp Pay icon Balance not available when the frequency is Balance Driven to pay the current balance with certain periodicity Balance driven weekly or monthly Balance Only available when the frequency is balance driven Driven From To Dates when the payment will remain active Click the Dates D Stop Watch icon to make the payment active immediately Leave To empty to set the payment active for indefinite period of time Check the box to discontinue the edited payment To save changes select irl Save or ml Save amp Close button c 2001 2006 PortaOne Inc All rights Reserved www portaone com 1 g PORTA Billing 100 Customer Care Customer Care c 2001 2006 PortaOne Inc All rights Reserved www portaone com 1 g PORTA LD4Billing1OOQ Customer Care Customer Care Staff The CC Staff screen shows existing Customer Care user
7. names mentioned in this manual are for identification only and are either trademarks or registered trademarks of their respective Owners c 2001 2006 PortaOne Inc All rights Reserved www portaone com 1 PORTA Billing100 Customer Care Interface Table of contents How to get Technical Assistance sees 3 Hardware and software requirements sss 4 LMI aee E E E OOE E E OA 5 Common Features RE 7 2 System Manageme nl ssccssscccccccccccccccceeeeeescesseeeees 10 ENN NN 11 Change Password m rmmrmssssesesesesssessseseseneneseseveneveneseveveveveveveveveveveversssvsvsvsssvsvsvsesns 14 gt PAVMENLS een 15 MP 16 Periodical Payment esee tette tentiae tati 17 4 Customer CAP cccccccccccccccccceeeeeeccceesssssscsssssseeececeeeeeees 19 Customer Care Staff o nn emekeessnseessnsesssssessseieiese 20 Customer Care Reports sscsssssscsssssssssssssssssessssssssesesssseessensssensseveusnenees 22 SAUS ee en ee N eee ore 23 GB 3l0 24 Sel de esses cesta settee a tees ee ees 25 MOE 26 c 2001 2006 PortaOne Inc All rights Reserved www portaone com 2 PORTA Billing100 Customer Care Interface Preface This document provides a general overview of the PortaBilling100 Customer Self Care web interface Where to get the late
8. 6 17 18 19 20 21 22 23 24 25 26 27 26 29 30 31 Apr 2002 Mo Tule ThFr Sa Su 14 BL 3 LES RS P 15 8 39 10 11 12 13 14 16 15 16 17 18 19 20 21 17 22 23 24 25 26 27 28 18 29 30 Aug 2002 Mo Tule Ther Sa Su 31 EEE 32 BEL CP 33 12 13 14 15 16 17 18 34 19 20 21 22 23 24 25 Jan 2002 Mo Tufle ThFr Sa Su 1 il ie es RE 2 78 8101112 13 3 14 15 16 17 18 19 20 4 2 22 23 24 25 26 27 5 28 29 30 31 May 2002 Mo Tule ThEr SaSu 18 Ua es s 19 BEBE LU d ie 20 13 14 15 16 17 18 19 24 20 21 22 23 24 25 26 22 27 28 29 30 31 Sep 2002 Mo Tue ThFrSaSu 35 40 36 EZ BELLES b RH 37 8 10 11 12 13 14 15 38 16 17 18 19 20 21 22 Feb 2002 Mo Tulle Ther Sa Su 5 i s 6 ESSO RR RH Ud 7 1112 13 14 15 16 17 8 18 19 20 21 22 23 24 9 25 26 27 26 Jun 2002 Mo Tulle ThFr SaSu 22 il ie 23 Beene 24 10 11 12 13 14 15 16 25 17 18 19 20 21 22 23 26 24 25 26 27 26 29 30 Oct 2002 Mo Tue Thr Sa Su i s du c 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 Mar 2002 Mo Tulle ThFr Sa Su 9 fl ie EH 10 45 6 7 6 9 10 11 11 12 13 14 15 16 17 12 18 19 20 21 22 23 24 13 25 26 27 28 28 30 31 Jul 2002 Mo Tulle ThEr a Su 7 ae ER LE RE 28 8 9 10 11 12 13 14 29 15 16 17 18 19 20 21 30 22 23 24 25 26 27 28 31 29 30 31 Nov 2002 Mo Tulle ThFr Sa Su 44 fl ie EH 45 45 6 7 6 9 10 46 11 12 13 14 15 16 17 47 18 19 20 21 22 23 24 Quarterly Quarter 4 2001 Quarter 1 2002 Quarter 2 2002 Quarter 3 2002
9. PORTA ONE PORTA i Billing 100 s b Customer Self Care Interface www portaone com PORTA Billing100 Customer Care Interface Copyright notice amp disclaimers Copyright c 2001 2006 PortaOne Inc All rights reserved PortaBilling100 November 2002 Please address your comments and suggestions to Sales Department PortaO ne Inc Suite 400 2963 Glen Drive Coquitlam BC V3B 2P7 Canada Changes may be made periodically to the information in this publication Such changes will be incorporated in new editions of this guide The software described in this document is furnished under a license agreement and may be used or copied only in accordance with the terms of the license agreement It is against the law to copy the software on any other medium except as specifically allowed in the license agreement The licensee may make one copy of the software for backup purposes No part of this publication may be reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical photocopy recording or otherwise without the prior written permission of PortaO ne Inc The software license and limited warranty for the accompanying product are set forth in the information packet that supplied with the product and are incorporated herein by this reference If you can t locate the software license contact your PortaO ne Representative for a copy All product
10. ee CC Staff Reports L 9 cose Gog Hame Search cc test cc testl Click CC Staff member name to see the graphs If the desired name is not present on the screen use pager or search functionality For the search the wild card symbol can be used CC Staff Report TE dose emt a Wed Jun 26 15 17 49 2002 cc test Customer Care Test Sun Sep 1 15 17 49 2002 4 30 4341130 I301 100104 10 T Week 36 Week 38 Week 40 Week 42 Week 44 e Bl Refunded W Average Refund Week 36 Week 38 Week 40 Week 42 Week 44 Bl Number of Refunds Bii Number of Searches For each Customer Care Staff member two graphs are generated The top graph containing two curves displays refunded amount and average refund the bottom graph shows number of refunds during the last week c 2001 2006 PortaOne Inc All rights Reserved www portaone com 99 PORTA Billing 100 Statistics c 2001 2006 PortaOne Inc All rights Reserved www portaone com Statistics 23 PORTA Billing 100 CDR Browser Statistics The Call History screens allow the user to view and download CDRs for any desired period of time Set dates by clicking the amp icon and press Show CDRs button ce s fe E gt Ga download csv amp Close Call history E From Date 29 08 2002 DD MM YYYY EB To Date 30 08 2002 DD MM YYYY Show CDRs Logout The results page contains a summary
11. ig and for fast download it s recommended to check ZIP box to download zipped file Note the links are not displayed if the reports are not set Invoices The Invoices screen allows viewing of all invoices received by the Customet Desired Invoice can be found by entering its number Group of invoices can be searched by selecting the invoice number or a date range cc Invoices 0 Cre OP opne Select invoice s entering invoice No OR Date range Invoice No gg 01 07 2002 gg 07 11 2002 Show View Ho Date Period From Period To Amount Due E 8 2002 10 05 2002 09 01 2002 09 30 254 34 USD 0 4 2002 10 01 2002 09 01 2002 09 30 354 34 USD 1 2002 09 01 2002 08 01 2002 08 31 562 21 USD Select Preview rs icon to preview the invoice in browser window The Invoice can be also printed selecting Ctrl P on your keyboatd c 2001 2006 PortaOne Inc All rights Reserved www portaone com 96
12. l CDR browsers where it is necessary to sort viewed information by different criteria Table header cell with orange triangle shows the sorted row Triangle down represents descending order and triangle directed up means ascending The sorting is available for all columns with bi directional white arrow in the top left corner of the header cell To sort a column simply click on the header Click the same column again for the opposite sorting order Another cool feature of sorting tables is that table header 1s always visible Graphs The default time frame for all graphs is 30 hours The dates above the graph are the boundary time frame for the current graph If a graph 1s presented in more then one color the legend for the color usage will be displayed under the graph If there are two graphs captions on the left side will be provided Usage of the navigation 1s explained in the table below Zoom Out Click the icon or the top part of the Graph to see 50 longer time interval Zoom In Click the icon or the bottom part of the Graph to see 50 shorter time interval and more detailed graph Back in time Click the icon or the left part of the Graph to move back in time for 5096 of the current time frame Forward in time Click the icon or the right part of the Graph to move forward in time for 50 of the current time frame c 2001 2006 PortaOne Inc All rights Reserved www portaone com 9 PORTA Billing100 Introduction
13. m 90 PORTA Billing 100 Customer Care Default status for new user is limit exceeded ec Edit CC Staff i save id Savegtiose Close T Logout Info Notepad Login fcc te st Password scene nU Description Customer Care Test m Email ectest portaone com Timezone America Vancouver zl FR Activation Date 30 08 2002 DD MM YYYY BH Expiration Date 20 09 2002 DD MM YYYY Daily Allowance 50 00000 CAD Transaction Allowance 10 00000 CAD Senior Iv When CC Staff is editing the user information the following parameters are available Field Description The user name used for logon and user identification Password An easy to remember password may be automatically generated by pressing the Auto button It is recommended that you augment this password with a number in order to increase the password security Description A shott description of the user that will be visible from the main CC Staff screen E mail contact for the user Time Zone The time zone in which this user will be operating Date Expiration Date when this account expires If this field is left Date empty the account never expires Allowance Allowance Senior If checked this user will be able to create new c 2001 2006 PortaOne Inc All rights Reserved www portaone com 91 PORTA Billing100 Customer Care Customer Care Reports CC Staff Graphs screen provides user with access to CC Staff Graphs
14. nformation about your time zone The time zone in which the customer resides Payment Info ec Company Info in Save im Save amp tlose amp Close Customer Name Selfcare Currency CAD Balance 0 00000 Additional info Payment info Credit limit no limit Preferred Payment Method Not set American Express Credit Card No Cash Cheque Name on Card Discover FirePay Address Master Card VISA Postal Code Data contained within the Payment Info tab is used to store information about the Customer s Credit Card that will be used for payments c 2001 2006 PortaOne Inc All rights Reserved www portaone com 1 3 PORTA E Billing 100 System Management Change Password The Change Password screen allows the users to change the password required to access this interface To change the password the old one is required ee Change password gt eh save a saventlose close Old password Mew Password Retype Mew Password c 2001 2006 PortaOne Inc All rights Reserved www portaone com 14 PORTA Billing 100 Payments c 2001 2006 PortaOne Inc All rights Reserved www portaone com Payments 15 PORTA E Billing 100 Payments Make Payment c 2001 2006 PortaOne Inc All rights Reserved www portaone com Make Payment screen allows Customer to see the current balance and top it up with a credit card When the screen is loaded the Amount field contain
15. ot configured c 2001 2006 PortaOne Inc All rights Reserved www portaone com g PORTA E Billing100 System Management System Management c 2001 2006 PortaOne Inc All rights Reserved www portaone com 1 0 PORTA Billing1OO System Management PortaBilling Security PortaBilling100 is compliant to Visa Security Standards User Interface Oo Inactivity logout O Unconditional logout User Passwords A minimum password length of six 6 characters Passwords include both alphabetical and numerical components Passwords are stored under irreversible encryption It s required that the current password be used before allowing a new passwotd to become effective User s last four 4 passwords can t be re used It s prohibited changing a password within one 1 day of a previous change O Initial password must be change on first login O Passwords to be changed at least once in 30 days O Use dictionary checking to restrict selection of password O 000 O O Credit Card information O Credit card information is displayed as 1234xxxxxxx567 O Credit card information is stored using same encryption as merchant account password c 2001 2006 PortaOne Inc All rights Reserved www portaone com 1 1 PORTA i Billing100 System Management Company Info The Company Info screens allow the administrator to maintain the corporate information relating to your firm This data will be included on reports such
16. payment click 4 Add New button ec Periodical Payments gt Add New il SavesClose gt Logout Effective Now zl S Amount From To z v Accepted USD Frequency Balance Threshold USD DD MM YYYY DD MM YYYY Humber of Transfers Discontinued Delete 08 2 2003 100 Balance Driven z 200 os 02 2008 Hot Applicable x 08 02 2003 Pay balance weekly Not Applicable 08 02 2003 20 02 2003 08 02 2003 500 00 weekly Not Applicable 08 02 2003 08 03 2003 E 08 02 2003 100 00 weekly Not Applicable 08 02 2003 08 03 2003 Date when the payment was created Specify fixed amount to be paid Could be either Weekly Monthly or Balance Driven Balance Only applicable when Balance Driven Payment will Threshold be processed automatically as soon as the balance reaches the threshold level Time frame when the current payment is active Number of Only applicable when the Payment Frequency is not Transfers Balance Driven Indicates total number of transfers Discontinued This icon W will appear if the payment has been discontinued Delete The delete icon Ei allows removal of the current payment This icon is only present for the future payments Edit Periodical Payment To edit existing payment click the 8 Edit button as shown on the screenshot below This will copy the row in the form where it can be edited c 2001 2006 PortaOne Inc All rights Reserved www portaone com 1 PORTA E Billing 100 Payments
17. s Tools Window Help Q O Q Q oL EE 583 e EH Customer Self care CC Staff CC Staff Reports Company Info Change Password EJ Make Payment EE CDR Browser Periodical Payments Reports Invoices 2001 2002 Porta Software Ltd All rigths reserved gt gt Credits and links Document Done 18 176 secs The front end design and functionality of PortaBilling are simple and intuitive The pure web interface of the PortaBilling Customer Self Care home page is the main door to all the objects and tools of this part of the system Divided into four functional blocks the links load pages containing tools for managing the system helping customers and generating statistics Each second level page contains a link back to the home page The four functional areas are Management Payments Customer Statistics Normal system maintenance tasks such as the addition of administrative users registering new nodes network endpoints into the system maintenance of currencies and exchange rates and maintenance of the destinations database Tasks related to billing such as customer vendor and account management and rate plan definition Tasks available to members of the Customer Care to help troubleshoot problems which clients may inquire about NOTE Customer Care functionality is only available for wholesale customers A variety of statistics and reports available which reflect on the status of the
18. s registered for the current customer It also allows the CC Staff member to edit current user information and the ability to add and delete users To add a new user click the Add New button ec CC Staff Management EXEF TREES L17 34 Login Description Tr Allowance CAD Daily Allowance CAD E mail Status Delete cc test Customer Care Test 10 00000 50 00000 cc test portaonecom x cc test Customer Care Test 1 10 00000 200 00000 cc _test portaone com x The user list table contains the following information and operations The user name used for logon and user identification The user name is a link to the edit screen for the particular user Allowance Allowance E mail E mail contact for the user For convenience it is provided as a link so you may send email to the user directly from this screen Status A limit exceeded expired not active Delete A delete button will appear next to all users This will permanently delete the user from the system Add Edit CC Staff The Add Edit CC Staff screen allows creation and editing Customer Care users registered for the current customer as well as allowing editing current user information and the ability to add and delete users If not normal CC Staff member s status will be indicated on the top of the screen by one of the following icons amp Limit exceeded A Expired A Not active c 2001 2006 PortaOne Inc All rights Reserved www portaone co
19. s the amount necessary to equalize the balance The credit card set up in the Company Info screen is used by default ec Make Payment E Use Other Card amp Close j Logout EZ Use other Card amp Close G Logout Current balance 0 00000 CAD Pay to the order of France Telecom Amount 0 00000 CAD 2 00 CAD minimum Using my Master Card Card 1234123412341234 Pay Now Change the Amount if needed and click Pay now button to proceed with the payment An alternative card can be used by clicking the Use Other Card link ec Make Payment Current balance 0 00000 CAD Paytothe orderof France Telecom Amount o o0000 CAD 2 00 CAD minimum Payment Method American Express gt CredtCardNo Exp Datefor 7 2002 2 NameonCad Address 7 Postal Code User can return from that screen using EJ Use Stored Card link NOTE If the card information has not been stored only Alternative Payment screen will be displayed 16 PORTA E Billing100 Payments Periodical Payment Listed are all the registered payments for the Customer The Effective drop down allows you to declare whether only current payments Now or all payments ever processed gt Now will be shown Choose Now gt to see the future payments or All to list all the payments Now is the default value for this filter In the payments listing the information in the chart below is provided To add a new
20. st Version of this guide The hard copy of this guide is updated at major releases only and does not always contain the latest material for enhancements occurring between minor releases The online copy of this guide is always up to date and integrates the latest changes to the product You can access the latest copy of this guide at www portaone com solutions billing docs Conventions This publication uses the following conventions Commands and keywords are in boldface Terminal sessions console screens and system file names are displayed in fixed width font Caution means reader be careful You are capable of doing something A that might result in program malfunction or loss of data NOTE Means reader take note Notes contain helpful suggestions or references to materials not contained in this manual X Timesaver means the described action saves time You can save time by performing the action described in the paragraph OW Tips Means the following information might help you solve a problem How to get Technical Assistance The dealer that you purchased this product from is the FIRST place you should go for technical assistance The dealer is usually the most qualified soutce of help and is most familiar with your system and how this product should be installed Many dealers have customer service and technical support programs with varying levels of support offered and are suitable depending on your needs and computer kno
21. system or information provided about call records costing and revenue c 2001 2006 PortaOne Inc All rights Reserved www portaone com B PORTA Billing 100 Introduction Common Features All of the functions available from the home page are also available from the drop down menus A Sonn Reports Eji The right top side of the interface provides user with following information Time Zone where the current user operates Login name of the currently logged in user 3 Context help for the current screen Clicking this link will pop up help window 4 Logout button Used to finish current session or when necessary to re login as another user 5 View Log This link is only present for users with corresponding access rights Clicking it will pop up a window with all logged activities ever performed on the current screen NO gt Also on the toolbar is often a list of available actions to take relevant to the current page This toolbar acts as the equivalent of the File menu of the application as it is the usual location for Save Close and Add New operations c 2001 2006 PortaOne Inc All rights Reserved www portaone com 7 PORTA Billing1OO Introduction Sorting Tables Connect Disconnect Duration on Ac Time Time min sec atch 24 Aug 2002 24 Aug 2002 nnn 5 iss Wess atch 23 4ug 2002 23 Aug 2007 BS 20 51 50 21 30 12 This feature is available for al
22. wledge c 2001 2006 PortaOne Inc All rights Reserved www portaone com 3 PORTA Billing100 Customer Care Interface If your dealer can t assist you If you cannot get assistance from your dealer the vendor provides varying levels of technical assistance The PortaOne Customer Support Service e mail support portaone com can supply quick answers to specific inquiries regarding product features and technical questions You can visit our Internet Web site http www pottaone com for mote information You can also send fax inquiries to 1 604 692 6116 Hardware and software requirements Client System Recommendations OS Windows 95 XP UNIX or Mac OS Browset Internet Explorer 5 or higher Netscape 6 2 or higher supporting DOM and with enabled JavaScript Spreadsheet processor MS Excel Display Settings o Min Screen Resolution 1024 x 768 O Color Palette 16 bit color minimum NOTE To view downloaded CDR files in Windows please do the following My Computer Control Panel Regional Settings gt Number gt List Separator type NW 27 to match PortaBilling default list separator c 2001 2006 PortaOne Inc All rights Reserved www portaone com 4 PORTA Billing 100 Introduction s introduction c 2001 2006 PortaOne Inc All rights Reserved www portaone com 5 PORTA Billing 100 Introduction WN PortaBilling100 Demo Netscape a File Edit View Go Bookmark
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