Monthly Billing Checkup

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

PCR360 Service Order Status

• Confirm changes do not need to be made for order status.  Do they need to be finalized or voided?

Active GLAs on Services

• Pull two report from PCR360 then run simple query in Access
  • Inactive GLAs - Main : Catalog : G/L Accounts (GLA), filter using the Status column
  • All Services with Charges - Reporting : Bills/Calls : Charges, use Perspective: Billing Checkup: Active Charges

Duplicate Charges

• Open report file in Excel to find duplicate values on services
  • Reporting : Bills/Calls : Charges, use Perspectives: Billing Checkup: Duplicate Charges
  • When in Excel, highlight the Service ID column and then Home > Conditional Formating > Highlight Cell Rules > Duplicate Values
    
    • Ignore Server Hosting Services

Unchecked Billable Box

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 unmatch queries in Access
  • 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 w/o Dept GLA Restrict)
  
  • Admin : Adhoc Grids | Dept GLA Restrict
  • GLA Catalog
• Import updates, use Import Format: Add GLAs to Departments
  • Import Field format examples
    • Code = JV > 610300
    • GLA = D-TEL101
    • Billing Group = JV

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