X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=httemplate%2Findex.html;h=99d8df956e01ceb27ad8d2a55bb4350c2a047855;hp=f24d354b138cd4b03b2714aa155caf32911e0341;hb=87af741da0dd5f6a76bbb566b4d6c54cd5b15315;hpb=51984ac3d3da3006809c6866fdecd4ad83610731 diff --git a/httemplate/index.html b/httemplate/index.html index f24d354b1..99d8df956 100644 --- a/httemplate/index.html +++ b/httemplate/index.html @@ -5,37 +5,58 @@ - +

- freeside main menu + freeside main menu +

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

- - Freeside home page - -
- Documentation - -

New Customer -
Search -
-

Browse -

customers (by customer number) (by last name) (by company) -

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

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 + + + +

+ + + +

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

Bookkeeping / Collections
+ Quick payment entry + + Credit card # + Invoice # + Check # + View pending credit card batch + Invoice reports open invoices (by invoice number) (by date) (by customer number) 30 day open invoices (by invoice number) (by date) (by customer number) @@ -44,24 +65,105 @@ 120 day open invoices (by invoice number) (by date) (by customer number) all invoices (by invoice number) (by date) (by customer number) - packages - - packages (by package number) - packages with unconfigured services (by package number) - - services + Financial reports - accounts (by service number) (by username) (by uid) - domains (by service number) (by domain) + current receivables + tax reports + credit card receipts + credit memos - unlinked services + + 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 +
+
+ + +
View pending credit card batch +

Invoice reports

open invoices (by invoice number) (by date) (by customer number)
30 day open invoices (by invoice number) (by date) (by customer number) @@ -44,24 +65,105 @@
120 day open invoices (by invoice number) (by date) (by customer number)
all invoices (by invoice number) (by date) (by customer number)

packages -

services + Financial reports

accounts (by service number) (by username) (by uid) -
domains (by service number) (by domain) +
current receivables +
tax reports +
credit card receipts +
credit memos

unlinked services +

+ 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 +

+
+

+ + + +

+ + + +[ 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 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 + + 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 - unlinked accounts (by service number) (by username) (by uid) - unlinked domains (by service number) (by domain) + current receivables + tax reports + credit card receipts + credit memos - NAS ports - - Administration + Customers + + Search customers by otaker + + 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 +

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

unlinked accounts (by service number) (by username) (by uid) -
unlinked domains (by service number) (by domain) +
current receivables +
tax reports +
credit card receipts +
credit memos

NAS ports - -

Administration + Customers +

Search customers by otaker +

+ + +
+

+ + + +

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

Sysadmin
+ + View active NAS ports + View pending job queue + + Configuration + Administration View/Edit service definitions - Services are items you offer to your customers. @@ -75,15 +177,27 @@ 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. - + +

Sysadmin

+
+ View active NAS ports +
View pending job queue +

+ Configuration +

Administration

View/Edit service definitions - Services are items you offer to your customers. @@ -75,15 +177,27 @@
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.

- +
+

+

+

+

+

+

+

+

+