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How to Assign Billing Codes

Track Conferences by Department, Project, Client, Case, etc. for Accurate Accounting

Consolidating all billable project, case or client components can be a daunting task often requiring manual reconciliation that can take considerable time to perform. Economy Conference Call offers multiple options to link call data to the appropriate client, department or project to properly assign costs and billable time.

Proper call accounting is a critical component of any company regardless of size or the business vertical it services. Economy Conference Call's tracking solutions satisfy business requirements for professional service organizations including law firms, accountants, and consultants.

  • Fully integrated into our conference calling service.

  • Full scale, unlimited character, alpha-numeric codes accepted.

  • Web-based user interface.

 

Three Options for Assigning Billing Codes


1) Assign an alpha-numeric code to each conference call after completion of the call.

  • The user registers for delivery of Economy Conference Call's Conference Reports (there is no charge for this service).

  • At the completion of each call a Usage Report is sent via email to the designated recipients. The report includes a synopsis of the call including: Date, Time, Caller IDs, Role, Connection Type, Minutes and Charges.

  • To assign a code you would follow the steps below:

    • Click the "Add A Billing Code" link on the usage report.

    • User is taken to a user interface screen.

    • In the interface, type in an alpha-numeric code.

    • Click "Submit" and the conference record is now assigned the submitted code.

  • The Billing Code Summary section on your monthly invoice lists all conferences that have been associated to a specific code. The billing code is also listed in the conference detail section of the invoice.

 

2) Digital entry of billing codes at the time of the conference start.

  • The conference room options are set to require an adhoc billing code entry. Contact Economy Conference Call Support to make this change.

  • The Host calls the toll-free number and is prompted for their Host code.

  • The Host is then prompted to enter a numeric code of up to 20 digits via their telephone keypad.

  • The conference record is now associated with the numeric adhoc code as entered by the Host.

  • On the monthly invoice all conferences that have been associated to a specific code will be summarized and presented in the Billing Code Summary section of the invoice.

 

3) Hard-coded billing codes assigned at the user level.

  • Each conference room (unique set of Host and Participant codes) can be assigned an alpha-numeric code (For example: Sales, Engineering, etc.).

  • Any subsequent usage to that conference room (set of Host and Participant codes) will be allocated to that Billing Code.

  • On the monthly invoice all conferences that have been associated to a specific code will be summarized and presented in the Billing Code Summary section of the invoice.


* During Economy Conference Call business hours - Monday-Thursday: 8:00 a.m to 7:00 p.m. ET; Friday 8:00 a.m. to 6:30 p.m. ET.

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Support Hours:  Monday to Thursday 24 Hours; Friday 8:00 a.m. to 10:00 p.m. ET.