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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.

Services on Inactive GLAs

1. Navigate to Main > Reporting > AdHoc Grids > View Grids

2. Double-click on the Services on Inactive GLAs item to run its query. The result is a list of all Services associated with GLAs which have become inactive. (Note that these Services may or may not have associated Charges, and they may be in Billing Groups that don’t charge for phone service.)

3. The goal is for this report to be empty: this most importantly protects us in advance from the case where PCR tries to charge an inactive GLA (which means the monthly Banner JV is rejected and requires quick revision) but also helps keep records generally up to date. To empty out this report, take both of these steps:

   1. Inactivate Services which are no longer being provided: find the Service ID in the Services list (Main > Services > Type), switch it from Active to Inactive, Save.

   2. Update GLAs on Services both Active and Inactive: for each GLA shown on the list, determine what it should be replaced by, then update each Service associated with that GLA in the list.

4. Prioritize updating Services which will bill in Banner (and break the JV): phone service for JV index codes, non-telecom services, etc.

Active Services that are not Billable

1. View the Main > Services > View / Report > All Services report.

   1. Under Perspectives, select Billing Checkup: Billable.

2. If any Services appear in the report, double-click to open them, check the Billable box, then Save.

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Original “Monthly Billing Checkup” document from Leslie

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