X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=httemplate%2Findex.html;h=2e7fc1c8434dd3929f718301a1a39ca050d05ff6;hp=2fbc062215bccf904681580418bec522239ff006;hb=2c68c62e2f9187c534e2f2291f83b789ba9075fb;hpb=f5266a4d07d116efd732f433d0f4f3a47b143a7d diff --git a/httemplate/index.html b/httemplate/index.html index 2fbc06221..2e7fc1c84 100644 --- a/httemplate/index.html +++ b/httemplate/index.html @@ -5,65 +5,165 @@ - +

- freeside main menu + freeside main menu +

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

- - Freeside home page - -
- Documentation - -

New Customer -
Search -
-

Browse -

customers (by customer number) (by last name) (by company) -
invoices -
- 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 + +
+[ Sales / Customer service ] +[ Bookkeeping / Collections ] +[ Reports ] +[ Sysadmin ] + + + +

Sales / Customer service
+ New Customer + + Customer # or all customers by customer number + Last name or all customers by last name + Company or all customers by company + + Phone # + Username or all accounts by username or uid + Domain or all domains + all mail forwards by svcnum + + +

+ + + +

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

Bookkeeping / Collections
+ Quick payment entry + + Credit card # + Invoice # + Check # + View pending credit card batch Packages (by next bill date range) + Invoice reports - packages (by package number) - packages with unconfigured services (by package number) + 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) - services + 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 + (old) Financial reports (being rewritten) - accounts (by service number) (by username) (by uid) - domains (by service number) (by domain) + tax reports - unlinked services - - unlinked accounts (by service number) (by username) (by uid) - unlinked domains (by service number) (by domain) - - NAS ports - Joe queue + + 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 - Administration + +

Bookkeeping / Collections

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

Packages (by next bill date range) +

Invoice reports

packages (by package number) -
packages with unconfigured services (by package number) +
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)

services + 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 +

(old) Financial reports (being rewritten)

accounts (by service number) (by username) (by uid) -
domains (by service number) (by domain) +
tax reports

unlinked services -

unlinked accounts (by service number) (by username) (by uid) -
unlinked domains (by service number) (by domain) -

NAS ports -

Joe queue +

+ 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

Administration +
+

+ + + +

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

Reports

Reports
+ + Auditing pre-Freeside services with no customer record + + unlinked accounts (by service number) (by username) (by uid) + + unlinked domains (by service number) (by domain) + + Packages + + all packages (by package number) + suspended packages (by package number) + packages with unconfigured services (by package number) + packages (by next bill date range) + + Package definitions (by number of active packages) + Service definitions (by number of active services) + Customers + + Search customers by ordering employee + + SQL query: `SELECT` + + +

+
+ Auditing pre-Freeside services with no customer record +

unlinked accounts (by service number) (by username) (by uid) + +
unlinked domains (by service number) (by domain) +

+ Packages +

+ Package definitions (by number of active packages)

+ Service definitions (by number of active services)

+ Customers +

Search customers by ordering employee +

+ + +
+

+ + + +

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

Sysadmin
+ + View active NAS ports + View pending job queue + Batch import customers from CSV file + Batch import charges from CSV file + Download database dump + + 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 @@ -76,15 +176,33 @@ 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 referrals + 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 POPs + 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. + 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. - + +

Sysadmin

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

+ 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 @@ -76,15 +176,33 @@
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 referrals +
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 POPs +
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. +
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.

- +
+

+

+

+

+

+

+

+

+