Omnia Admin: Billing Dashboard

Alert: This document applies to the following user roles within Omnia:

• Partner Administrator
• Account Administrator

1. Navigate to the Billing Dashboard:

• Go to the Admin Portal and sign in.
• Click the Billing tab to expand it, then select Dashboard.

2. Account Admins:

• For accounts under a white label umbrella, Account Administrators can only access Extension Count for the accounts they have access to.
• For accounts not under a white label umbrella, Account Administrators can view the Dashboard, Payment Info, and Extension Count for the accounts they have access to.

3. Billing Activity Chart:

• The Billing Activity chart provides a visual representation of various billing components over time.
• Each bar represents the monthly count and cost of different services, such as Extensions, SIP Trunks, Faxes, Toll Free Minutes, International Minutes, and Residential Seats.
• The green line shows the Cost Per Month trend over time.

Tooltip Details:

• Hovering over any bar in the chart will display a tooltip with detailed information for that month, including:
  • Cost Per Month (Green)
  • Extensions count (Blue)
  • SIP Trunks count (Orange)
  • Faxes count (Pink)
  • Toll Free Minutes count (Lavender)
  • International Minutes count (Purple)
  • Residential Seats count (Red)

Balance:

• The current balance is displayed in the top right corner of the chart.

4. Account Details Tab:

• In the Dashboard section, navigate to the Account Details tab to view detailed billing information for each account.
  • Search Name: Use the search bar to filter accounts by name.
  • Month Filter: Select the billing month from the dropdown menu.
  • Export Button: Click to export the billing details for all accounts into a CSV file.
• The table displays the following columns:
  • Account: The name of the account.
  • Billing Code: The billing code associated with the account.
  • Extensions: The number of extensions associated with the account.
  • Faxes: The number of faxes associated with the account.
  • SIP Trunks: The number of SIP trunks associated with the account.
  • Phone Numbers: The number of phone numbers associated with the account.
  • Interstate In: The count of interstate inbound calls.
  • Interstate Out: The count of interstate outbound calls.
  • Intrastate In: The count of intrastate inbound calls.
  • Intrastate Out: The count of intrastate outbound calls.
  • Toll-Free Mins: The number of toll-free minutes used.
  • Interstate In Minutes: The number of minutes for interstate inbound calls.
  • Interstate Out Minutes: The number of minutes for interstate outbound calls.
  • Intrastate In Minutes: The number of minutes for intrastate inbound calls.
  • Intrastate Out Minutes: The number of minutes for intrastate outbound calls.
  • International Minutes: The number of international call minutes.
• Each column header can be clicked to sort the accounts based on that particular column.

5. Invoices:

• The tab displays a list of invoices with the following details:
  • Date: The date the invoice was issued.
  • Invoice #: The unique identifier for the invoice.
  • Total: The total amount of the invoice.
  • Total W/ Tax: The total amount of the invoice including tax.

Features in the Invoices Tab:

• Sort Columns: Click the column headers to sort the invoices in ascending or descending order.
• Expand Invoice Details: Click the list button next to an invoice to view detailed information.
• Download Invoice: Click the Download Invoice button to download the invoice.
• Export: Click the Export button to download a list of all invoices into a CSV file.

6. Partner Inventory Tab:

• In the Dashboard section, navigate to the Partner Inventory tab to view detailed inventory information for all accounts under partner accounts.
  • Month Filter: Select the billing month from the dropdown menu.
  • Export Button: Click to export the inventory details for all accounts into a CSV file.
• The table displays the following columns:
  • Billing Code: The billing code associated with the account.
  • Account Name: The name of the account.
  • Extension Number: The number of the extension.
  • Extension Name: The name assigned to the extension.
  • Extension Caller ID: The caller ID associated with the extension.
  • Phone MAC: The MAC address of the phone associated with the extension.
  • Phone Name: The name assigned to the phone.
  • Phone Model: The model of the phone.
  • e911 Location: The e911 location assigned to the extension.
• Each column header can be clicked to sort the accounts based on that particular column.