Introduction #

If you are looking for an opportunity to enforce the use of account codes; or if you are needing to charge back the cost of calls to a specific department; or if you are looking for extra security then, 3CX Enhanced Billing Codes is the answer!

Why 3CX Enhanced Billing Codes? #

You want 3CX Enhanced Billing Codes if you need to…

• Bill for your time
• Charge back for call costs to a department
• Place restrictions on permitted calls
• Increase security
• Monitor telecom costs

3CX allows you to optionally assign an account code when you place a call, but there is no verification that the account number exists or was typed correctly. If you forget to enter the account code before the call is placed, there is no way to assign an account to the call.

What are its features? #

• Guaranteed Synchronization
  • When making external calls, staff must enter a customer/ account billing code to initiate the call, making it impossible to lose the call billing information.
• Automatic Data Storage
  • All external calls are associated with a billing code. Upon completing a call, the information is be logged in a database for reporting.
• Simple Process
  • To initiate an outbound call, you call extension 8 (for prompted guidance) or 9 for the streamlined process. When using the prompted extension, 3CX will ask for your account code and the number to dial. Dialing extension 9, you hear a beep letting you know the system is ready, then you type your account code followed by the desired phone number, and 3CX will initiate the call for you. Whether you use the prompted or streamlined version, the process is simple.
• Charge Back Call Costs
  • Whether you are an attorney, consultant, or simply want to track the cost of calls by department, 3CX Enhanced Billing Codes enables you to keep track of outbound calls. You can even pre-assign a cost for each outbound call by country, area code, or even down to specific phone numbers. Reports will automatically calculate the duration and costs of calls greatly simplifying the invoicing/chargeback process.
• Restrict Calls
  • Account Codes can also define restrictions on the types of calls permitted. For example, one account code could be used for a lobby phone to only permit calls to specific extensions. Another account code may restrict international calls to specific countries or specific phone numbers within that country.
  • Account code restrictions will block calls if the phone number dialed is less than the minimum or more than the maximum number of permitted digits, or block calls starting with digits that match a list of specified prefixes (separated by a comma). A list of prefixes could include something like 801,004,920988.
• Monitor Costs
  • With 3CX Enhanced Billing Codes you now have greater visibility into the source of your telecom costs. Your outbound calls are logged automatically; enabling you to run enhanced billing code reports by account code, department, extension, date range and more. Knowing the source of telecom costs makes it possible to easily manage your costs.
• Increase Security
  • 3CX Enhanced Billing Codes provides greater security. While 3CX can help restrict international calls by extension, if someone (cleaning crew for example) can gain access to the phone (extension) they can make unauthorized calls. With 3CX Enhanced Billing Codes you add an additional layer of security by also requiring an account code. Now security restrictions are not limited to extensions only.
• Easier Reporting
  • Your outbound calls will be logged automatically, enabling you to run enhanced billing code reports by account code, department, extension, date range and more. Knowing the source of telecom costs will make it possible for you to easily manage your costs.

Prerequisites #

Before installing 3CX Enhanced Billing Codes, you need to ensure that your computer meets the minimum requirements mentioned below:

•  3CX Pro Versions V16 and V18 (Professional or Enterprise Version Only)
• Windows 10 or above (64bit)/ Windows Server 2012 or above
• .Net 4.7.2 or above
• Microsoft SQL Server 2014 or above (Including the free SQL Express edition). SQL Authentication is recommended.
• Microsoft Internet Information Server (IIS) 7.0 or above
• VoIPToys License Key

Note:

• Since the add-on ‘3CX Enhanced Billing Codes’ includes a CFD application, you will need to install either Pro or Enterprise version of 3CX
• When installing SQL Server, we recommend you install it in “Mixed Mode” to include SQL Authentication, and install SQL Management Studio
• When installing IIS, be sure to install Basic Authentication, .Net Extensibility, and ASP.Net 4.X

Installation #

Download software

You can order 3CX Enhanced Billing Codes on-line at https://www.voiptools.com.  Your order confirmation email will include your license key and a link to download the software.

Install Prerequisites

There are a number of prerequisites that must be installed prior to installing 3CX Enhanced Billing Codes. These prerequisites include Microsoft Internet Information Server (IIS) and Microsoft SQL Server

Install 3CX Enhanced Billing Codes

This User Guide contains step-by-step instructions to successfully install 3CX Enhanced Billing Codes. Begin by extracting the installer from the downloaded zip file (Step 1 above), then run the setup program named 3CXEnhancedBillingCodesInstaller.exe

Register your License Key

You must register your license key to activate 3CX Enhanced Billing Codes. Your license key is included in your order confirmation email, and can also be found in your order history on our website.

Step By Step Installation Procedure #

The following section guides you through a detailed walk-through of the installation process.

Step 1: Download 3CX Enhanced Billing Codes #

You can find the software download link in the Order Confirmation Email, or you can find it in your order history on our website.

Step 2: Install the Prerequisites #

Click on the software installer downloaded in Step 1. The installation wizard will automatically identify the prerequisites and assist you with each installation required to 3CX Enhanced Billing Codes. It includes .NET Framework (Web Installer), SQL Server Express (Web Installer), and SQL Server Management Studio.

1. Click the downloaded installer executable to launch the Prerequisites Setup Wizard and click Next.

2. In the Prerequisites window, install all the required prerequisites identified by the installer, or select/ unselect the applications based on your requirements and click Next to continue.

Figure 2 Prerequisite installation Selection

The installer will download and install the selected applications. It may take several minutes to complete.

3. The Microsoft SQL Server License Terms page gets displayed if you install SQL Server Express. Click Accept to acknowledge the license terms and continue.

4. In the Media Location field, browse to change the location and click Install to begin the installation of SQL Server Express.

5. Click Close when you install the prerequisites.

6. Click Next when the installation is complete.

7. Click Yes in the Confirmation Message Box to reboot the computer.

Step 3: Start the installation process #

1. Click Next on the 3CX Enhanced Billing Codes Setup Wizard screen.

2. On the Select Installation Folder window, the Folder field displays the path where the 3CX Enhanced Billing Codes gets installed. You cannot change the location path.
3. Click Next to continue

Step 4: Test Relay Settings #

1. On the 3CX Relay Services window in the Relay Host field, enter the IP address or FQDN of your 3CX server.
2. To maximize security, you must configure the Relay and 3CX Enhanced Billing Codes to use HTTPS (TLS encryption). To use TLS security, set the Relay Port to 8801 and the Protocol to HTTPS.

3. Click Test Relay Settings to confirm that ‘3CX Enhanced Billing Codes’ can communicate with the Relay services running on the 3CX server.

Note:

• You must set the Relay Port to 8800 and the Protocol to HTTP if your Relay cannot use TLS encryption.
• If the test was unsuccessful:
  • Confirm you have the correct firewall port open (default TCP 8801) on the 3CX server and the firewall protecting the 3CX server.
  • Confirm that you have entered the correct IP address / FQDN for the 3CX server.
  • Confirm that the 3CX Enhanced Billing Codes and Relay use the same port and protocol.

4. Click OK in the Success message box.

5. Click Next to continue with the installation.

NOTE:

If the Relay test fails, you cannot continue the installation until you establish communication with the Relay.

Step 5: Configure the database #

When configuring 3CX Enhanced Billing Codes, select an existing Microsoft SQL Server instance in your environment. The database server can be a remote SQL Server (How-to configure SQL server to permit remote connections (https://www.voiptools.com/configure-sql-server-for-remote-access-over-internet/)) or a local instance running on the VolPTools server.

1. On the SQL Database window in the Server field, select the desired instance of SQL Server.
2. To use SQL Authentication, uncheck the Trusted Connection checkbox.
3. In the Username and Password fields, enter valid SQL login account credentials.

NOTE:

• We recommend you use SQL Authentication rather than Windows authentication. Many of our tools leverage a Call Flow Designer (CFD) application running on the 3CX. Frequently our CFD applications require access to a SQL database. If the 3CX server and the database server are not in an Active Directory domain, Windows authentication will fail.
• To use SQL Authentication, you must configure the SQL server to run in Mixed Mode. If you install SQL Server with our tools, we configure SQL in Mixed Mode.

4. To use Windows Integrated Authentication (not recommended), check the Trusted Connection (Windows integrated authentication) checkbox.

NOTE:

In the Database field, the installer will automatically display the default database name. We encourage you to use the default name. To upgrade or reinstall 3CX Enhanced Billing Codes, select the current database name from the list.

5. Click the Tool buttons to confirm connectivity to SQL Server. and click OK on the Test Results message box.

6. Click the CFD buttons to confirm connectivity to SQL Server and click Ok on the Test Results message box.

7. Click OK on the Test Results dialogue box.

Step 6: Installing 3CX Enhanced Billing Codes #

1. Click Install in the Ready to Install window.

The application installation may take several minutes to complete.

Check the Launch 3CX Enhanced Billing Codes checkbox and click Finish when the installation is complete.

3CX Outbound Rules #

The installer will download and install the selected applications. It may take several minutes to complete.

To enforce the use of billing codes, the phone system must be configured to reject any calls that are not placed through 3CX Enhanced Billing Codes (EBC).  To accomplish this, the 3CX administrator needs to create outbound rules that reject phone calls unless they phone number matches a specific format.  When a call is placed through Enhanced Billing Codes, it automatically prepends secret digits (8888) to the phone number.  By creating outbound rules in 3CX that require the number start with 8888, we ensure numbers dialed directly on the phone are rejected.  For this reason, it is imperative that the secret digits not be known by anyone other than the 3CX administrator.

It is important to understand that calls placed through EBC are NOT associated with a specific extension.  Rather, the call is placed by the 3CX API method “MakeCall”.  Rules intended to be used by EBC CANNOT include extension or group restrictions because MakeCall is not an extension and does not belong to any groups.

The example below can be used as a guide for creating your outbound rules.  The important settings are circled in red.

• You MUST enter “8888” in the “Calls to numbers starting with prefix” field.
• Do NOT enter values in the “Calls from extension(s)” or “Calls from extension group(s)” fields
• You MUST pace a “4” in the “Strip Digits” field to remove the secret digits from the phone number before sending the call to your carrier.
• It is RECOMMENDED you add a DID in the “Outbound Caller ID” field.  Remember, MakeCall is not an extension, so it does not present a valid Caller ID to your carrier.  3CX will pass “MakeCall” as the Caller ID if you do not override the value in some way.  Because “MakeCall” is not a valid Caller ID, most carriers will reject the call without a valid Caller ID specified.

• If you need to allow some people to bypass EBC, simply create rules that include an extension or group filter.

Web Portal #

To access the ‘3CX Enhanced Billing codes’ web portal, click the Web Portal desktop icon that was created during the installation process (3CX Enhanced Billing Codes web).

Login to Web Portal

When connecting to the web portal, you will be asked to provide login credentials.

1. In the Extension field, enter your 3CX extension number
2. In the PIN field, enter your 3CX voicemail PIN
3. Click the Login button to login to your account

Figure 11: 3CX Enhanced Billing Codes Web Portal Login

Administrator and Agent Privileges

Based on your privileges, you can login either as an Administrator or as an Agent.

As an Administrator:

• 1. You can view the following screens:
  • a. Call Log
  • b. Accounts
  • c. Services
  • d. Settings
  • e. Reports
  • f. Licensing
  • g. About

Figure 12: Administrator login view

• 2. You will be able to:
  • a. Register Software
  • b. View, filter and export call logs
  • c. Create, edit and delete Owners
  • d. Create or delete Account Codes
  • e. Define restrictions on Account Codes
  • f. Run Reports for the selected time range
  • g. Export Reports
  • h. Start, Stop or Refresh Services
  • i. Add, update or delete Global email addresses
  • j. Configure Email settings
  • k. Configure Report settings
  • l. View the software version (‘About’ screen)

As an Agent

• 1. You can view the following screens:
  • a. Call Log
  • b. Licensing
  • c. About

Figure 13: Administrator login view

• 2. You will be able to:
  • a. Register Software
  • b. View, filter and export call logs
  • c. Place a call
  • d. View the software version (‘About’ screen)

Licensing #

Registration is required to authorize your license key. Registering also makes it possible for VoIPTools to provide a replacement key if your license key is ever lost. Also, it enables VoIPTools to notify you of any product updates, and reminders if your key is reaching the renewal date.

1. In the Licensing tab, enter your registration information in all the fields (Note the red dot denotes a required field).
2. Click Register.

Figure 14: Software Registration

The license key permits you to install the software on one computer. This is not free software.

Call Log #

The Call Log screen enables you to view the timing, collection and evaluation of data for all the telephone calls. You can also export the call log report to various formats like .csv, .xlsx and pdf.

Figure 15: Call Log Screen

Field Definitions

OWNER	The account (department).
FROM	The extension number that initiated the call.
TO	The telephone number dialed.
START	The start time when the call was initiated.
END	The end time when the call was terminated.
MINUTES	The duration of the call (in minutes).
COST	The cost of the call based on the price in 3CX.
ANSWERED	The checkbox will be checked if the call was answered or unchecked if the call was not answered.

Export Call Log

1. In the Call Log tab, on the filter row, enter the selection criteria to restrict the call data for the report or data to export.
2. On the Call Log header, beside Export To, click the appropriate export button to export the logs in your desired format.

Owners #

The Owners screen enables you to manage Owners, including assigning emails for automated reports and activate or inactivate an owner. Once an owner is successfully created and activated, the Owner displays in the Owner drop down list of the Accounts screen. Account code reports will be grouped based on the Owner assigned to the account.

Figure 16: Owners Screen

Create New Owner #

1. In the Owners tab and in the column header of the first column, click Add button
2. In the Owner Name field, add the owner name.
3. In the Email Address field, enter valid email address for the owner. You can enter multiple addresses separated by a comma.
4. In the Active checkbox, check the check box if the owner should be active or uncheck if the owner should be inactive.
5. Click to save the owner.

Edit Existing Owner #

1.  In the Owners tab, select the record of the owner that you want to edit.
2. Select the field that you want to edit and make necessary changes.
3. Click to save the update for the owner

Delete Existing Owner #

1.  In the Owners tab, select the record of the owner that you want to delete.
2. Click Delete button beside the record that you want to delete.
3. Confirmation message box appears. Click OK.

Accounts #

The Accounts screen enables you to create an account code. From here, you can define restrictions on the types of calls permitted. These restrictions will block calls if the phone number dialed is less than the minimum or more than the maximum number of permitted digits, or block calls starting with digits that match a list of specified prefixes (separated by a comma).

Figure 17: Accounts Screen

FIXED LENGTH ACCOUNT CODE	The editor enables you to select a fixed length for your Account Code. If the code length is selected as ‘0’ then, the Account Code length value will not have any restrictions.

Note:

If the Account Code Length is set to ‘0’ then, while dialing, the owner needs to type: ** #

If the Account Code length is fixed to any length then, while dialing, the owner needs to type: #

ACCOUNT	This column displays ‘Account Codes’, which are used for (billing) tracking purposes. With these codes, you can control cost allocation and out-going call restriction.
DESCRIPTION	Brief description about the account.
OWNER	The name of the ‘Account’ owner.
RESTRICT	Check this check box if you want to apply the restrictions defined for the Account Code.
MIN	Minimum length of phone number
MAX	Maximum length of phone number
PREFIX	The first number of dialed digit(s). Here, you can enter multiple prefix codes separated by commas (,) (for example: 801, 004, 920988). If the ‘Restrict’ checkbox is checked, then the prefix restrictions will be applied to all the calls using this account code.
ACTIVE	Check the check box if you want to activate the account. If an account code is no longer used, uncheck the checkbox.

Create Account Code #

• 1. To Create Fixed Length Account Code:
  • In the Accounts screen, from the Fixed Length Account Codes field, enter the fixed length of all account codes.
  • Beside the Fixed Length Account Codes field, click Save.
  • A warning message may appear if existing account codes do not match the specified fixed length. Click OK.

Figure 18: Account Code Setting Updated – Warning Message

• 2. To Create Unrestricted Account Codes:
  • On the Accounts screen, in the Fixed Length Account Codes field, enter the value of ‘0’.
  • Beside Fixed Length Account Codes field, click Save.
  • A warning message will display indicating the Account Code Setting has been updated. Click OK.
• 3. In the column header and in the first column, click Add button.
• 4. In the Account field:
• 5. If you are creating ‘Fixed Length Account Codes’, enter the account dode, ensuring the number of digits matches the specified Fixed Length Account Codes length.
• 6. If you are creating ‘Unrestricted Account Codes’, you can enter an Account Code without any restrictions on the number of digits.
• 7. In the Description field, enter a brief description for the ‘Account’.
• 8. In the Owner field, select the Account Owner from the drop down.
• 9. Check the Restrict checkbox if you want to apply the account code restrictions.
• 10. In the Min and Max fields, enter the minimum and maximum length of phone number respectively.

Note: To restrict calls starting with digits that match a list of specified prefixes, you can specify multiple prefixes separated by commas (,). The account code restrictions will apply if you check the ‘Restrict’ checkbox for the account.

• 11. In the Prefix field, enter the prefix code for the phone number (if desired).

Note: If the phone number dialed is less than the minimum or more than the maximum number of permitted digits, the account code restrictions will block the call.

• 12. Check the Active checkbox to activate the Account.

Delete Account Code #

1. Click Delete button beside the Account Code record that you want to delete. An alert message will display.
2. Click OK. The Account Code will be deleted.

Note: To ensure historical information is displayed correctly on reports, we STRONGLY discourage the deleted of account codes that have been used in the past. Rather than delete the account code, it is recommended that you uncheck the Active check box.

Services #

The Services tab enables you to ‘Stop’, ‘Start’ or ‘Refresh’ a service.

1. To start or stop a service, click Start/ Stop button.
2. Click Refresh link to update the status if changes to the service status were made directly in the windows Service Snap-in.

Figure 19: Services Screen

Note: If the service status is “Unknown”, this is typically caused by the 3CX Enhanced Billing Codes IIS Application Pool user having insufficient rights. To view changes to the service state made in the Windows services applet, press the refresh button.

Settings #

The Settings tab enables you to set Global email addresses, Email settings and Report Settings.

Figure 20: Settings Screen

Field Definitions

MAIL SERVER	IP Address or Fully Qualified Domain Name (FQDN) of your email server. Example: 192.168.1.20 or mail.mydomail.com
PORT	Default port number is 25. (Google: 587).
FROM EMAIL	This is the email address from which the emails and SMS text notifications will be sent.

Note: Be sure to test both the email address and SMS text message. We suggest you to test each email, distribution, or SMS address to ensure you can send to all addresses. Sending mail within your domain may not require authentication, while sending outside your domain (SMS address for example) may require authentication. The domain for sending SMS text messages is specific to the wireless carrier.

Email Example: user@mydomain.com

SMS Example (Verison): 9999999999@VText.com

TO EMAIL	Enter a valid test email address. This temporary value is only used for sending test emails and is NOT required.
USER & PASSWORD	Enter login credentials of the email account from which you want to send the reports (if required by your mail server).
SSL/ TLS	Your mail server may require a secure connection – Secure Socket Layer (SSL) or Transport Layer Security (TLS) to relay email. Gmail, Google Apps and Microsoft 365 require a secure connection.
TEST BUTTON	You can test whether your SMTP settings are correct by entering an email address in the ‘To Email’ field, then click the ‘Test’ button.
REPORT TIME	You schedule when automatic reports are sent by entering the desired time in the ‘Report Time’ field.

Note: Owners will receive automated reports that include data for their assigned account codes, while Global email addresses will receive emails containing date for all accounts.

REPORT TYPE	You can generate automated reports on a daily, weekly, and/ or Monthly basis.
DAYS OF WEEK	Select the day(s) of the week so that the report will be emailed on all the selected days of the week.

Global Email Addresses #

The Email Address grid maintains a list of global email addresses. Global email addresses receive automated reports containing call information for all accounts based on the configured Report Settings

Add Email Address #

• 1. To define who should receive automated reports containing all accounts, on the left of the Email Address column header, click Add button and add email addresses. The grid supports batch edit which enables you can add or delete or edit multiple addresses before you save update the list.
• 2. In the Email Address field, enter the email address that will receive automated reports containing all accounts.
• 3. Click Save changes to save the email addresses.

Update Email Address #

• 1. In the Email Address grid, locate the email addresses to be deleted.
• 2. Beside the desired email address, click Delete button.
• 3. Click Save changes to save the changes to the grid.

Delete Email Address #

• 1. In the Email Address grid, look for the email addresses that you want to delete.
• 2. Beside the desired email address, click Delete button.
• 3. Click Save changes to save the changes to the grid.

Configure Email Settings #

• 1. On the Settings menu, in the Email Settings section, in the Mail Server text field, enter the IP Address or Fully Qualified Domain Name (FQDN) of your email server.
• 2. In the Port field, enter the port number of the mail server.
• 3. In the Reply Address field, enter the email address from which the reports will be sent.
• 4. In the User and Password fields, enter the login credentials of the email account from which you want to send the reports (if required by your mail server).

Note: If you want to reveal the password, click More More button; and to conceal it, click the same button once again.

• 5. Check SSL/ TLS check box if your mail server requires a secure connection.
• 6. To test if SMTP settings are properly configured, enter a valid email address in the To Email field and click Test.
• 7. Click Save to save the Email Settings.

Configure Report Settings #

• 1. In the Report Time field, select the desired time to send automated reports.
• 2. Select the Report Type as:
  • a. Daily – if you want to send the reports regularly for the selected day(s) of week.
  • b. Monthly – if you want to send the reports on a monthly basis.

Note: ‘Report Type’ is multi-selective. If you select ‘Report Type’ as ‘Monthly’ then, the report will be emailed on the last day of every month at 11:59:59 PM.

• 3. Select the desired Day(s) of Week to send automated reports.

Note: ‘Days of Week’ is multi-selective.

• 4. Click Save to save the Report Settings.

Reports #

The Reports screen enables you to view reports for all the accounts within the selected time range, in a customizable group view. You can also export the reports to the desired format from the available various options including .csv, .xlsx and .pdf

Figure 21: Reports Screen: Default View

Field Definitions

REPORT START TIME FILTER	To filter records based on a range of dates, enter the call starting time in the Start time field.
REPORT END TIME FILTER	To filter records based on a range of dates, enter the call starting time in the End time field.
DEPARTMENT	Displays the list of owners which when selected, the resulting report will display reports that belong to the owner. You can sort required data through the adhoc row.
ACCOUNT CODE	Displays the list of Account Codes which when selected, the resulting report will display reports that belong to the code. You can sort required data through the adhoc row.
RUN REPORT	Click the button to view the report for the selected report time range (Report Start Time and Report End Time).
EXPORT TO:	Enables you to export the currently displaying report to the various available formats like .csv, .xlsx and .pdf
YEAR	The year in which the call log was generated.
MONTH	The month in which the call log was generated.
CODE	The account code.
STN	The extension number from which the owner initiates the call.
START	The start time of the call.
END	The end time of the call.
DURATION	The duration of the call (in minutes).
PHONE	The telephone number to which the owner initiates the call.
LOCATION	The location of the telephone number to which the owner initiated the call.
COST	The cost for the call made by the owner that initiated the call.
ANSWERED	The checkbox will be checked if the call is answered or unchecked if the call is not answered.

Run Report Scenarios #

Scenario: 1 – Run Report based on Time Range

When a user runs a report based on Time Range only, the system retrieves the reports of all the users that fall within the selected Report Time Range.

1. From the Report Start Time date box, select the start time for the time range within which you want to run the report.
2. From the Report End Time date box, select the end time for the time range within which you want to run the report.
3. Click Run Report.

Figure 22: Retrieve Report Data on Time Range

Scenario: 2 – Run Report based on Time Range and Department

When a user runs a report based on Time Range and Department value, the system retrieves the reports of the selected owner that fall within the selected Report Time Range.

1. From the Report Start Time date box, select the start time for the time range within which you want to run the report.
2. From the Report End Time date box, select the end time for the time range within which you want to run the report.
3. From the Department drop down list, select the owner for whom you want to retrieve the report data within the selected ‘Report Time Range’.
4. Click Run Report.

Note:

• While running a report, ‘Report Start Time’ and ‘Report End Time’ cannot be blank.
• A single owner can contain multiple accounts. Hence, while retrieving the data of an owner that has more than one account, the system retrieves call log reports for all the accounts of the owner that fall within the selected Report Time Range.

Figure 23: Retrieve Report Data on Time Range and Department

Scenario: 3 – Run Report based on Time Range and Account Code

When a user runs a report based on Time Range and Account Code value, the system retrieves the reports of the selected Account Code that fall within the selected Report Time Range.

1. From the Report Start Time date box, select the start time for the time range within which you want to run the report.
2. From the Report End Time date box, select the end time for the time range within which you want to run the report.
3. From the Account Code drop down list, select the Account Code for which you want to retrieve the report data within the selected ‘Report Time Range’.
4. Click Run Report.

Figure 24: Retrieve Report Data on Time Range and Account Code

Scenario: 4 – Run Report based on Time Range, Department and Account Code

When a user runs a report based on Time Range, Department value and Account Code value, the system retrieves the reports of the selected owner’s specified Account Code that fall within the selected Report Time Range.

1. From the Report Start Time date box, select the start time for the time range within which you want to run the report.
2. From the Report End Time date box, select the end time for the time range within which you want to run the report.
3. From the Department drop down list, select the owner for whom you want to retrieve the report data within the selected ‘Report Time Range’.
4. From the Account Code drop down list, select the Account Code of the selected owner for which you want to retrieve the report data within the selected ‘Report Time Range’.
5. Click Run Report.

Figure 25: Retrieve Report Data on Time Range, Department and Account Code

Export Report #

You can export the retrieved report data to various formats like CSV, XLSX or PDF.

1. In the Reports tab, enter Report Start Time and Report End Time
2. If you want to retrieve report data for a specific owner, select the owner from the Department drop down.
3. Click Run Report to run and display the report for the selected filter values.
4. On the Call Log header, beside Export To, click appropriate export button to export the report in your desired format.

Sample Report: Export to CSV:

Figure 26: Sample CSV format Call Log Report

Sample Report: Export to XLSX:

Figure 27: Sample XLSX format Call Log Report

Sample Report: Export to PDF:

Figure 28: Sample PDF format Call Log Report

How to place a call #

When 3CX Enhanced Billing Codes is installed, two special single-digit extensions are automatically created (Extensions 8 and 9).  These two extensions are assigned to separate 3CX Call Flow Designer (CFD) applications.  When the extensions are called, both applications prompt the caller for the account code and the number to be dialed.  When 8 is dialed, the caller is carefully prompted to enter the required information.  If 9 is dialed, a streamlined process is presented with fewer prompts (for experienced users).

To place a call using extension 8:

This extension steps the caller through the process of collecting the account code and phone number by carefully prompting the user for the needed information.  This is the best option to choose when initially getting started with Enhanced Billing Codes.

1. From your phone, dial 8 and wait to be connected to the CFD application.
2. You will be prompted for a billing code.  Enter your billing code and press # to continue to the next step
3. The billing code you entered will be read back to you.  If the code is correct, press 1.  If incorrect, press * to reenter the code.
4. The billing code will be validated against a list of valid account codes
5. Next, you will be prompted for the phone number to be dialed.  Enter the desired phone number and press #.
6. The phone number will be validated against any restrictions associated with the account code
7. After validation, the call will be placed automatically
8. The call is logged in a database for reporting

To place a call using extension 9:

Once you are comfortable using Enhanced Billing Codes to place calls, you can use a more streamlined approach by dialing 9 (rather than 8).  This version of the application simply beeps when it is ready and no prompts (other than the beep) are played.

1. From your phone, dial 9 and wait to be connected to the CFD application.
2. The CFD is ready to accept your account code and phone number when you hear a beep.
3.  After the beep, enter your account code and phone number, separated by “**”.  (For example:  1234**8016424655).  Press # when finished entering the digits.
4. After the billing code and phone number are validated, the phone call will be placed automatically
5. The call will be logged in a database for reporting

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