Duplicate charges

1. View the Main > Reporting > Bills/Calls > Charges report, selecting Charge Source Services.

   1. Under Perspectives, select Billing Checkup: Duplicate Charges.

   2. Select Report > Generate Report to export a CSV.

2. Open the CSV in Excel

   1. Highlight the Charged Item column and select Home > Conditional Formatting > Highlight Cell Rules > Duplicate Values. This highlights all services with multiple charges. For many services (e.g., server hosting) this is normal and appropriate. But for most Telecom services, multiple charges on a service means duplicate charges, which is a mistake (often caused by Upgrade/Downgrade actions).

3. Scroll down the report and look for highlighted rows. If you find duplicate charges, look up the service in PCR-360 (Main > Services) and delete the newer duplicate charge.

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Original “Monthly Billing Checkup” document from Leslie

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