Finance
Click 'Admin Panel' > 'Finance' to open this area
- The 'Finance' section lets you generate cost reports and manage contracts.
- Costs are billable items and fees which apply to customers.
There are two sections in the finance area:
1) Costs - Lets you generate two types of report:
- Cost by Customer - A report on overall billable items accruing to specific customers. The costs can come from contract fees, billable time and material costs.
- Cost by Contracts - A report on billable items generated by a specific contract. The report also shows ticket activity and threads by those customers.
You can also schedule that reports are generated at a specific time and sent to recipients of your choice.
- See Generate Cost Reports for more.
- Each contract includes a contract period, a subscription fee, a custom charging plan, pre-paid hours, and more.
- See Manage Contracts for further help.