This section is designed to create and manage all clients' accounts in the system. Any clients can have an unlimited number 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 |
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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
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The section contains the respective list of functional buttons and icons.
Button/Icon | Description |
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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 the Orig/Term rate table or routing plan is assigned to an account | |
Allows deleting an account from the system |
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
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 | |
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General | General information about a new client's account | |
| Specify a client, to whom this account belongs | |
| Define the name of an account for JeraSoft Billing | |
| The JeraSoft Billing system allows client identification in 3 different ways, you need to select one of below-mentioned:
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| Define technical prefix that is used to identify users, when multiple clients use the same gateway | |
| Set a user's password that is used with login/password identification on a switch. Also, it can be used through the 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. | |
| 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. | |
| Additional information about a current account | |
Originator Settings | Settings for your customers, who send calls to your switch | |
| Select a rate table for a current origination account (it will have higher priority than a rate table set for the whole client) | |
| Indicate a routing plan for a current origination account | |
| Specify a tag for a current origination account | |
| 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 | |
| Select a rate table for a current termination account (it will have higher priority than a rate table set for the whole client) | |
| Specify a tag for a current termination account | |
| Indicate capacity for respective traffic direction | |
| Select respective protocol for a current termination gateway | |
| Define proxy for a current termination gateway | |
| Set port for a current termination gateway |
Attention
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