T Analyst - Billing

The Billing tab allows you to access and view your invoices, compare charges and schedule delivery via email. Information will be displayed against any account that has been invoiced, including invoice issue date, account number, invoice number, amount invoiced, along with other customisable fields.

On the Billing page, you can:

• add columns with information like invoice variance and previous bill amount
• use sparklines for a visual overview of your billing
• click and drag columns to reposition them left and right
• save your views to use later, once you’ve finished customising
• toggle between different views easily

You can add your own account tags in T Analyst, as a simple alternative to hierarchies or descriptions that allow in-place, contextual tagging of your accounts, in a way that makes sense to you.

Tags can be used for anything from marking accounts with unexpected charges to grouping accounts by department, office location, or city.

You have the option to configure the tags so that only the user who created the tag can see and apply the tag. This mode provides a more personal experience of tags as they cannot be shared or used by other users in the organisation.

 To view the summary or detail of one invoice:

• Select the Billing tab.
• Select the month from the drop-down menu.
• Tick the box next to the invoice you want to view.
• Select View account activity.

Consolidate all, or a group of invoices to see the total charges.

• Select the Billing tab.
• Select the month from the drop-down menu.
• Select the boxes next to all invoices you wish to view.
• Select View account activity.
• Charges will be displayed in consolidated view.

Compare your current invoice with up to 12 months of historical invoices to identify variances and analyse cost and usage trends.

• Go to the Billing tab.
• Select the month and invoice you wish to compare.
• Select View account activity.
• Select the number of months you wish to compare on the compare drop-down menu.
• Select View account activity.
• The table will display invoice comparison charges and variance percentage against each month.
• Select the download icon to extract report if required.

You can download a copy of your PDF invoice in a summary or detailed format:

• Go to the Billing tab.
• Select the month and account you wish to view from the drop-down menu and click apply.
• Select View invoice.
• Select the option for which type of invoice you want to view. The message ‘click to download invoice’ will appear. A PDF copy of your invoice will be downloaded.

You can group invoices that fall into a specific category (for example, day of month due or payment status).

• Select Billing tab.
• Select More to choose grouping options.
• Select the grouping options from the group and subgroup drop-down lists.
• Select Update view.
• Invoices will be displayed with selected grouping options.

You can schedule a copy of your invoice to be delivered via email to you and others in your organisation.

• From home page, select the Billing tab.
• Select the account or accounts you wish to schedule email invoice for and take note of the invoice issue date
• Select Request invoices. This will open the request invoices page.
• Depending on your invoice issue date, select ‘current months invoice’ or “previous months invoice’ from the invoice date drop-down to ensure the latest bills are delivered.
• Under Frequency select Monthly and use the dropdown menu to select a date that is at least 2 days post your invoice issue date.
• Select the invoice format you require e.g. summary or detailed invoice.
• You can select to send report to additional recipients. 
• Select Submit request.
• You will automatically be directed to the Download centre tab. 
• The scheduled invoice will now be listed under pending requests.