Accounts

In this article

Section overview

This section is designed to create and manage all clients' accounts in the system. Any clients can have an unlimited amount of unique accounts. Accounts are a key tool for clients' identification in JeraSoft Billing. The section is presented in the form of a table with the following columns:

Screenshot: Accounts section

Column Name	Description
ID	Account's identification number
Client	Client's name
Account	Account's name
Name/ANI/IP	The way of clients' identification
Tech Prefix	Technical prefix for users' identification
Orig Details	Originator settings
Term Details	Terminator settings

Attention

It's possible to add multiple accounts with the same IP address and different protocols/ports.
When you delete an account from the system, all associated statistics will be removed, amounts will be refunded and the client's balance will increase. We recommend deactivating useless accounts instead of completely deleting them from the system. You can deactivate an account by disabling Originator/Terminator Settings checkboxes.

The section contains the respective list of functional buttons and icons.

Button/Icon	Description
	Allows creating a new client's account
	Allows filtering accounts by a specified client
	Allows viewing specified client's profile in the Clients section
	Allows viewing client's change history in the Audit log section
	Indicates that Orig/Term rate table or routing plan is assigned to an account
	Allows deleting an account from the system

Advanced Search

Use the Advanced Search drop-down menu for fast navigation in the section (for instance, displaying accounts belonging to a certain client) by clicking on a red downward arrow icon.

You can start a quick search by typing your keywords into a target field and clicking the Search button.

Screenshot: Advanced Search drop-down menu

Adding New Account

To add a new account, click the New Account button and fill in the respective fields. Then, click the OK button. The list of fields is as follows:

Screenshot: Adding new account

Information block	Fields and Description
General	General information about a new client's account
	Client	Specify a client, to whom this account belongs
	Name	Define the name of an account for JeraSoft Billing
	Ident by	The JeraSoft Billing system allows client identification in 3 different ways, you need to select one of below-mentioned: IP – gateway IP-address. You can specify multiple addresses, by dividing them with “;”. Moreover, you can specify the subnet with mask here in CIDR-format, e.g., 10.0.0.0/24, 200.200.200.208/28 Name – gateway name or user login, used for identification ANI (Automatic Number Identification) – callee's or caller's phone number
	Tech Prefix	Define technical prefix that is used to identify users, when multiple clients use the same gateway
	Password	Set a user's password that is used with login/password identification on a switch. Also, it can be used through default authentication mechanism. For more info, please consult your switch system manuals. Note that you can automatically generate a password or show it by clicking on the icon or the icon, respectively.
	Gateway	Specify a gateway for the account, which will be in use only when billing this host calls. It is possible to assign more than one gateway to one account.
	Notes	Additional information about a current account
Originator Settings	Settings for your customers, who send calls to your switch
	Rate Table	Select a rate table for a current origination account (it will have higher priority than a rate table set for the whole client)
	Routing Plan	Indicate a routing plan for a current origination account
	Tag	Specify a tag for a current origination account
	Capacity	Set limitation for the number of simultaneous calls within this account
Terminator Settings	Settings for your vendors, whom you send calls from your switch to
	Rate Table	Select a rate table for a current termination account (it will have higher priority than a rate table set for the whole client)
	Tag	Specify a tag for a current termination account
	Capacity	Indicate capacity for respective traffic direction
	Protocol	Select respective protocol for a current termination gateway
	Proxy	Define proxy for a current termination gateway
	Port	Set port for a current termination gateway

Attention

You can add an unlimited number of accounts for each client
It's possible to add multiple accounts with the same IP address and different protocols/ports or different gateways

Knowledge Base Articles

Error rendering macro 'contentbylabel'

parameters should not be empty