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Splitting services across nodes in Bill Analyst

You can use hierarchies to structure your data to track your telecom use or spend across different groups and functions of your organization for more informed reporting and analysis: 

  • Review monthly telecom spend by business unit, division, department, group, or other segment of your organization; assign costs among groups that share telecom services.

  • Use a hierarchy and its levels like data filters for your reports (in addition to standard and custom filters).

  • Create multiple hierarchies to test and compare different reporting scenarios.
     

A hierarchy mirrors the structure of your organization—business units, regional offices, retail outlets, cooperatives, departments, and other reporting groups. The nodes and sub-nodes of a hierarchy form a tree structure, connected in parent-child relationships, representing your organization’s various groups. Split services between nodes to assign costs across multiple groups that share a service.

You can set a hierarchy you create as private (seen only by the person who created the hierarchy) or public (seen by all users in your organization).

Note: Some aspects of working with hierarchies are permission based. For example, you can only edit a node description, move a node to a different level, or remove a node if you are the owner or administrator.

To split services across nodes:

  1. Click Reports, click Billing Reports, then click Bill Analyst
Billing Account Selection
  1. Click the icon on the right side of the row for the account you want to view. 
Click the Billed Analyst radio button, then click OK.
  1. Click the Billed Analyst radio button, then click OK.
Hosted Bill Analyst (formerly Invoice Management) home
Setup
  1. In the Hierarchies section, click Edit Levels.
Hierarchies (showing Edit Levels)
  1. From the Display list, select Services.
Hierarchies (showing Edit Levels and Services selected)
  1. Select the checkbox for the first service you want to split, then click Split Services.
Split Services
  1. In the Allocation field, type the percent you want to split for the node.
  1. From the Node List, select the node.
Split Services (showing node selected)
  1. Click Add.
Split Services (showing node added)
  1. In the Allocation field, type the percent you want to split for the node.
  1. From the Node List, select the node.
Split Services (showing node selected)
  1. Click Add.
Split Services (showing Confirm Split Services)
  1. Click OK.