CentreBill Company Setup Functionality The Company Setup area is where CentreBill is configured for the specific company using CentreBill. It is critical that considerable thought goes into the Company Setup procedure and that this area is configured prior to using the system. The Company Setup area includes: Access Control: | defines the various levels of access control and the functionality at each level | User: | individual users are added to the system and each assigned an access control level | Define General Ledger: | the chart of accounts required to interface CentreBill into the company's accounting system is defined here | Configure: | each of the products and services to be supplied and sold by the company are configured in this area | Receipt Types: | payment methods and how each of these methods behaves is defined here | Status Management: | for user accounts which have more than one service associated with the account, the status of the account is defined here and is determined by the status of each of the individual services | Define Search: | the drop down menus for searching customer records may be configured in this area | Application Tracking: | this area allows the users to report a system bug or enhancement request | Company Text: | the text associated with each of the automated emails is defined here and this may be dynamic | Company Info: | the authorized user has the ability to edit information associated with the Company as originally configured in the System Admin section |
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Last Updated ( Wednesday, 17 December 2008 )
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