X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Findex.html;h=5189df97ece802937c13ef30494e0466224e3563;hb=6c6fb883997516b5369fe697ed79079a38f6c742;hp=f17639d44f2be3e1ec9d8a6dfa1116dd4de88426;hpb=3595c874f8e476e58b98b7ab6d86918d4dbb1d5c;p=freeside.git diff --git a/httemplate/index.html b/httemplate/index.html index f17639d44..5189df97e 100644 --- a/httemplate/index.html +++ b/httemplate/index.html @@ -7,12 +7,12 @@

- freeside main menu +

- version %%%VERSION%%% -
Freeside home page + version %%%VERSION%%% +
Freeside home page
Documentation

@@ -22,7 +22,7 @@ [ Bookkeeping / Collections ] [ Reports ] [ Sysadmin ] - +

Sales / Customer service
New Customer @@ -34,7 +34,10 @@ Phone # Username or all accounts by username or uid Domain or all domains - + IP Address or all services by svcnum or address block + all mail forwards by svcnum + all virtual hosts by svcnum + all external services by svcnum

@@ -48,32 +51,33 @@ [ Bookkeeping / Collections ] [ Reports ] [ Sysadmin ] - +

Bookkeeping / Collections

Quick payment entry

- + -
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) -
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 -

current receivables -
tax reports -
credit card receipts -
credit memos +
Invoice event errors (failed credit cards, procesoor or printer problems, etc.) +
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)

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

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

Sales, Credits and Receipts Summary +

Accounts Receivable Aging Summary +

Prepaid Income (Unearned Revenue) Report +

Sales Tax Liability Report +

Administration

Bookkeeping / Collections

Reports

Sysadmin

Bookkeeping / Collections

Reports

Sysadmin

Reports

+ RADIUS sessions

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) +
unlinked externals (by service number) (by id)

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

- +

Sysadmin

- View active NAS ports -
View pending job queue + + View pending job queue
Batch import customers from CSV file
Batch import charges from CSV file +
Download database dump

Configuration

Administration @@ -191,15 +187,19 @@

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. - +

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

View/Edit virtual fields + - Locally defined fields +

View/Edit routers + - Broadband access routers +

View/Edit address blocks + - Manage address blocks and block assignments to broadband routers. +

View/Edit call rates and regions + - Manage rate plans, regions and prefixes for VoIP and call billing. +