X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=httemplate%2Findex.html;h=a898d91340ec8df48de30e0b5711dbb25e4acdb7;hp=2fbc062215bccf904681580418bec522239ff006;hb=e283ab567e6890727e4d8e35c1d8097398678753;hpb=f5266a4d07d116efd732f433d0f4f3a47b143a7d diff --git a/httemplate/index.html b/httemplate/index.html index 2fbc06221..a898d9134 100644 --- a/httemplate/index.html +++ b/httemplate/index.html @@ -5,38 +5,61 @@ - +

- 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 + +
+[ 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 + + +

+ + + +

+ + +[ 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 + 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) @@ -44,26 +67,116 @@ 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 + Payment report (by type and/or date range) + 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

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) @@ -44,26 +67,116 @@
120 day open invoices (by invoice number) (by date) (by customer number)
all invoices (by invoice number) (by date) (by customer number)

packages -

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

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 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) + 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) + + Payment Report (by type and/or date range) + 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 - Joe queue - - Administration + Customers + + Search customers by order-taker + + 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) +

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) +

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

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 -

Joe queue - -

Administration + Customers +

Search customers by order-taker +

+ + +
+

+ + + +

+ + +[ 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 + + 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 +189,33 @@ 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 +

+ 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 +189,33 @@
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.

- +
+

+

+

+

+

+

+

+

+