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Original “Monthly Billing Checkup” document from Leslie

The goal for the tasks below are to find billing and database inaccuracies.

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Pull two report from PCR360 then run simple query in Access

• Inactive GLAs - Main : Catalog : G/L Accounts (GLA), filter Inactive using the Status column

• All Services with Charges - Reporting : Bills/Calls : Charges, use Perspective: Billing Checkup: Active Charges

Duplicate Charges

Use Excel to find services with duplicate charges in the report file. This happens with all Upgrade/Downgrade Actions.  Ignore Server Hosting Services

• Reporting : Bills/Calls : Charges, use Perspectives: Billing Checkup: Duplicate Charges

• When in Excel, highlight the Charged Item column and then Home > Conditional Formating > Highlight Cell Rules > Duplicate Values

Unchecked Billable Box

Services with charges but the Billable box checked.  This is a bug and fixed with PCR360 version 2019.5

• Services : View / Report : All Services, use Perspectives: Billing Checkup: Billable

Active Service & Active Charges

• Pull two report from PCR360 then run un-match query in Access: Service needs MRC without Active Charges

  • Services : View / Report : All Services, use Perspectives: Billing Checkup: Service needs MRC

  • Reporting : Bills/Calls : Charges, using Perspectives = Billing Checkup: Active Charges

GLAs missing from Department

Query reports in Access: GLA Catalog without Dept GLA Restrict

• GLA Catalog

• Admin : Adhoc Grids | Dept GLA Restrict

Import updates, use Import Format: Add GLAs to Departments

• Import Field format examples

  • Code = JV > 610300

  • GLA = D-TEL101

  • Billing Group = JV

Google Doc instructions: Fun with Access

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