- Freeside Main Menu -

X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Findex.html;h=95d4580bd2d2bf75ad2321c2917eaae9ec682698;hb=50f25b285b2caf77d267ed66f03e56924ad7229f;hp=cd9ac4686a50243c87f9bc1b31a179a4a44a2818;hpb=223aeed3d2aa6e3f7d01870e726935523c832437;p=freeside.git diff --git a/httemplate/index.html b/httemplate/index.html index cd9ac4686..95d4580bd 100644 --- a/httemplate/index.html +++ b/httemplate/index.html @@ -1,98 +1,42 @@ - - - - Freeside Main Menu - - - - - -

- freeside main menu -

- version 1.4.0 -
Freeside home page -
Documentation -
Classic interface -

+<% my $conf = new FS::Conf; %> +<%= include('/elements/header.html', 'Freeside Main Menu' ) %> -
-[ Sales / Customer service ] -[ Bookkeeping / Collections ] -[ Reports ] -[ Sysadmin ] - +
+ +[ Sales / Customer service ] +[ Bookkeeping / Collections ] +[ Reports ] +

Sales / Customer service
- New Customer - - Last name or all customers by last name - Company or all customers by company - Username or all accounts by username - Domain or all domains - - + Username + Domain + IP Address

- -

-[ Sales / Customer service ] -[ Bookkeeping / Collections ] -[ Reports ] -[ Sysadmin ] - +[ Sales / Customer service ] +[ Bookkeeping / Collections ] +[ Reports ] +

Bookkeeping / Collections
- Quick payment entry + Quick payment entry - Credit card # - Invoice # - Check # - View pending credit card batch - 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 + Credit card # + Invoice # + Check # + + Invoice event reports - current receivables - tax reports - credit card receipts - credit memos + All invoice events for a date range + Invoice event errors for a date range (failed credit cards, processor or printer problems, etc.) - - Administration - - View/Edit package definitions - - One or more services are grouped together into a package and - given pricing information. Customers purchase packages, not - services. - - 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 invoice events - Actions for overdue invoices - - +

Bookkeeping / Collections

-
Quick payment entry +
Quick payment entry
-
- - -
View pending credit card batch -

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 +
+ + +
+ Invoice event reports

- Administration -

View/Edit package definitions - - One or more services are grouped together into a package and - given pricing information. Customers purchase packages, not - services. - -
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 invoice events - Actions for overdue invoices -

-
+

@@ -102,106 +46,21 @@ -[ Sales / Customer service ] -[ Bookkeeping / Collections ] -[ Reports ] -[ Sysadmin ] - +[ Sales / Customer service ] +[ Bookkeeping / Collections ] +[ Reports ] +

Reports

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 - - packages (by package number) - packages with unconfigured services (by package number) - - 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) - - Financial reports - - current receivables - tax reports - credit card receipts - credit memos - - Customers - - Search customers by order-taker - - SQL query: `SELECT` + RADIUS sessions + SQL query: `SELECT`

- 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) -

- Financial reports -

- Customers -

Search customers by order-taker -

- + RADIUS sessions

+

- -

+<%= include('/elements/footer.html') %> -[ Sales / Customer service ] -[ Bookkeeping / Collections ] -[ Reports ] -[ Sysadmin ] - - - -

Sysadmin
- - View active NAS ports - View pending job queue - - Configuration - Administration - - View/Edit exports - - Provisioning services to external machines, databases and APIs. - View/Edit service definitions - - Services are items you offer to your customers. - View/Edit package definitions - - One or more services are grouped together into a package and - given pricing information. Customers purchase packages, not - services. - View/Edit agent types - - Agent types define groups of package definitions that you can - then assign to particular agents. - View/Edit agents - - Agents are resellers of your service. Agents may be limited - to a subset of your full offerings (via their type). - View/Edit advertising sources - - Where a customer heard about your service. Tracked for - informational purposes. - 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 - - Points of Presence - View/Edit invoice events - Actions for overdue invoices - View/Edit message catalog - Change error messages and other customizable labels. - - -

Sysadmin

-
- View active NAS ports -
View pending job queue -

- Configuration -

Administration -

View/Edit exports - - Provisioning services to external machines, databases and APIs. -
View/Edit service definitions - - Services are items you offer to your customers. -
View/Edit package definitions - - One or more services are grouped together into a package and - given pricing information. Customers purchase packages, not - services. -
View/Edit agent types - - Agent types define groups of package definitions that you can - then assign to particular agents. -
View/Edit agents - - Agents are resellers of your service. Agents may be limited - to a subset of your full offerings (via their type). -
View/Edit advertising sources - - Where a customer heard about your service. Tracked for - informational purposes. -
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 - - Points of Presence -
View/Edit invoice events - Actions for overdue invoices -
View/Edit message catalog - Change error messages and other customizable labels. -

-
-

-

-

-

-

-

-

-

-

- -