X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;ds=sidebyside;f=httemplate%2Findex.html;h=00fe2da4cabea6687317a8e0da247d402532b809;hb=3a8b02bda54255dbda8652aa5ae90632d89731f7;hp=f17639d44f2be3e1ec9d8a6dfa1116dd4de88426;hpb=3595c874f8e476e58b98b7ab6d86918d4dbb1d5c;p=freeside.git diff --git a/httemplate/index.html b/httemplate/index.html index f17639d44..00fe2da4c 100644 --- a/httemplate/index.html +++ b/httemplate/index.html @@ -7,9 +7,9 @@

- freeside main menu +

version %%%VERSION%%%
Freeside home page @@ -22,7 +22,7 @@ [ Bookkeeping / Collections ] [ Reports ] [ Sysadmin ] - +

Sales / Customer service
New Customer @@ -34,7 +34,7 @@ Phone # Username or all accounts by username or uid Domain or all domains - + all mail forwards by svcnum

@@ -48,7 +48,7 @@ [ Bookkeeping / Collections ] [ Reports ] [ Sysadmin ] - +

Bookkeeping / Collections

Quick payment entry @@ -56,24 +56,24 @@
-
View pending credit card batch

Packages (by next bill date range) +
View pending credit card batch

Packages (by next bill date range)

Invoice reports

Invoice event errors (failed credit cards)
open invoices (by invoice number) (by date) (by customer number) +
15 day open invoices (by invoice number) (by date) (by customer number)
30 day open invoices (by invoice number) (by date) (by customer number)
60 day open invoices (by invoice number) (by date) (by customer number)
90 day open invoices (by invoice number) (by date) (by customer number)
120 day open invoices (by invoice number) (by date) (by customer number)
all invoices (by invoice number) (by date) (by customer number)

- Financial reports -

+ Payment report (by type and/or date range) +

Credit report (by employee and/or date range) +

Accounts Receivable Aging Summary +

Prepaid Income (Unearned Revenue) Report +

Sales Tax Liability Report +

Administration

Bookkeeping / Collections

Reports

Sysadmin

Reports

Auditing pre-Freeside services with no customer record

unlinked accounts (by service number) (by username) (by uid) -
unlinked mail forwards (by service number) (by ?)) +
unlinked domains (by service number) (by domain)

Packages

- Invoices -

Invoice event errors (failed credit cards) -
open invoices (by invoice number) (by date) (by customer number) -
30 day open invoices (by invoice number) (by date) (by customer number) -
60 day open invoices (by invoice number) (by date) (by customer number) -
90 day open invoices (by invoice number) (by date) (by customer number) -
120 day open invoices (by invoice number) (by date) (by customer number) -
all invoices (by invoice number) (by date) (by customer number) +
packages (by next bill date range)

- Financial reports -

+ Package definitions (by number of active packages)

+ Service definitions (by number of active services)

Customers

Search customers by order-taker @@ -159,7 +145,7 @@ [ Bookkeeping / Collections ] [ Reports ] [ Sysadmin ] - +

Sysadmin

@@ -167,6 +153,7 @@
View pending job queue
Batch import customers from CSV file
Batch import charges from CSV file +
Download database dump

Configuration

Administration @@ -191,12 +178,8 @@

View/Edit locales and tax rates - Change tax rates, or break down a country into states, or a state into counties and assign different tax rates to each. -

View/Edit Access Numbers +

View/Edit access numbers - Points of Presence -

View/Edit AC Types - - Broadband service access concentrator types. -

View/Edit AC - - Broadband service access concentrators.

View/Edit invoice events - Actions for overdue invoices

View/Edit message catalog - Change error messages and other customizable labels.