Yes Telecom s simple guide to understanding your online bill

Transcription

1 Yes Telecom s simple guide to understanding your online bill Always going the extra mile Yes Telecom, Towers Business Park, Wilmslow Road, Didsbury, Manchester M20 2RY, United Kingdom.

2 Yes Telecom Online Bill Manager This guide will introduce you to the benefits of Yes Telecom s Online Bill Manager and illustrate how easy it is to manage your bills. Contents A Quick Overview The Online Bill Manager provides a whole host of features and benefits when managing monthly invoices. Below is an overview of what can be accomplished from the left hand menu options: Invoice Overview Find all of your invoices received from Yes Telecom here. A Quick Overview 1 Accessing the Online Bill Manager Check current and past invoices How to check costs by each device/user Phone Overview An overview of all handsets on an account including usage costs, etc. How to check costs by type of usage 8 Itemisation: check and download for analysis 9 How to check current unbilled usage How to create customised cost allocation reports How to request a bar Manage and administer your online billing account Usage Overview Cost overview of the usage for each service such as calls, texts, etc. How to pay an invoice Getting in touch Account Management Choose who can view their bills, change passwords, update phone user names and manage cost centres from here. Unbilled Calls View what you have used so far this month. Important Information Please be aware that: Line Rental is charged a month in advance Calls are charged in arrears Bar A Phone Request to restrict all incoming and outgoing usage on a device. Cost Allocation Report Run Cost Allocation Reports and manage associated reporting groups. 1

3 Accessing the Online Bill Manager You can access the Online Bill Manager via or from the invoice sent each month to customers. There are numerous types of access to the Online Bill Manager, dependent on whether the person logging-in is the Primary User, someone who can analyse Cost Centres or someone who is merely checking their handset bill. Username and Password Primary Users will be sent their access details in the Welcome sent to them at the time of their first invoice. Other types of users will be set up by the Primary User and access rights are managed within the Online Bill Manager (see manage and Administer your Online Billing Account on pg 14). It happens to the best of us, but should the username or password be forgotten, there are a number of methods to retrieve it: Forgotten Username: Username This is your Customer Account Number. (See page 3 for details) Locate the Welcome that included login details. Locate a previous paper bill or downloaded paper bill (if applicable) The username is the Customer Account Number in the top right of the page. Contact Yes Telecom Customer Services on or customer.services@yestelco.com (between 9am - 6pm, Mon - Fri). Forgotten Password: Password This was sent to you via when your first invoice was ready. The Username is required for instant password retrieval. Insert this into the Username field and click Forgotten Password. The password will then be ed to the Primary User. Locate the Welcome for access details. Contact Yes Telecom Customer Services on or customer.services@yestelco.com (between 9am - 6pm, Mon - Fri). 2 continued... 3

4 Check current and past invoices The Invoice Overview page displays all the invoices you have so far received from Yes Telecom. From this page it s possible to conduct further analysis into each invoice by clicking on the icons to the left of them. Checking the cost and information for your current and past invoices is extremely simple. From the Welcome page, click on Invoice Overview in the left hand menu: Display Invoices Choose which invoice you want to analyse. Invoice Overview This link takes you to all of your Yes Telecom invoices. Show Invoice Clicking here takes you to a page that shows the basic charges in this invoice, such as total call costs and line rental. (See page 6) Invoice Analysis This page provides a practical breakdown of usage across all of the handsets in this invoice, including details on which handset made the longest call, average cost of all calls and average cost per phone. (See page 6) 4 continued... continued... 5

5 Show Invoice Page How to check costs by each device/user Checking which device/user has accrued costs is easy. Click on Phone Overview in the left hand menu and select the bill that requires assessment from the drop down. The latest bill is automatically selected. Top level information is displayed per device/user, including line rental, usage costs and the percentage towards the final cost of the selected invoice that device/user has contributed Display Invoice Data Change the billing period to assess handset usage from past and present invoices. Invoice Analysis Page Show Invoice Clicking here takes you to a page that shows the basic charges in this invoice, such as total call costs and line rental. Call Details This page provides an itemised list of where the particular handset has accrued costs during the billing period. It includes anything from SMS to BlackBerry usage. 6 7

6 How to check costs by type of usage The Usage Overview page, located in the left hand menu, provides a basic itemisation of the types of usage that have accrued costs, such as landline calls, etc. Itemisation: check and download for analysis There s two ways to check and download itemisation of any bill depending on how the data is to be analysed: Paper Bill PDF Ideal for saving and/or printing, the PDF is equivalent to a typical paper bill and can be found by the following method: 1. Click on Invoice Overview (left hand menu) 2. Click on Show Invoice next to the bill required 3. Click on the Invoice Download button at the bottom of the screen. 4. Open or Save the PDF (requires Adobe Acrobat Reader) Call Details This link takes you to a page where you can view detailed costs for the various types of usage, such as voice calls, SMS and GPRS. Key Voda-Voda - Call to the same network SMS or Roam - SMS/Roamed uage Landline - Landline call Cross-net - Call to another mobile network Voic - Voic Internal - Inter-company call UK to Abroad - International call or text Roam Call MT - Roamed inbound call Data UK - Data usage UK Data abroad - Data usage abroad Fixed Line - Fixed Line Non Geo - Non geographic numbers Premium - Premium rate call Picture Msg - Picture message Replica Paper Bill PDF Download a replica paper bill here. CSV Ideal for analysing in Excel. 8 continued... 9

7 CSV Format Ideal for exporting into excel or a similar program for customisable analysis of data. To receive a CSV file, follow this method: 1. Click on Invoice Overview (left hand menu) 2. Click on Show Invoice next to the bill required 3. Click on the Calls Download button at the bottom of the screen 4. Input the address the CSV file is to be sent to. How to check current unbilled usage Keep track of costs by monitoring how much has been used on calls, text etc prior to the next invoice by clicking on Unbilled Calls. Whilst all the data is refreshed daily, the information can take 48 hours to be processed and appear here. NB: Roaming usage may take longer; Total Business text bolt-ons may appear as charged but will be re-rated at the end of the month. Download Insert the address you want a CSV report sent to. Unbilled usage details Click here to see an itemisation of unbilled usage by handset

8 How to create customised Cost Allocation Reports Clicking on Cost Allocation Reports in the left hand menu will take you to an area where you can generate cost allocation reports for individual or groups of handsets. To start, simply click Create New Group : How to request a bar Should the worst happen and a device is lost or stolen, you can request for it to have bar placed on inbound and outbound calls. NB: Please be aware that if your request is urgent, we strongly recommend you ring Yes Telecom as your first action to ensure immediate barring. On this screen you can name the group you are creating and select the handsets you want in it. You can either scroll down the window to find the phone numbers you wish to add to the group or you can use the search field. Select the numbers by clicking in the box to the left of them. When finished click Save. With your group(s) saved you can run reports on them for any given invoicing period. Just select the Run Report button. From this page you can also edit your groups or even delete them. When you run a report you can see a brief overview of the costs for the selected handsets. From here you can run another report or download information on the calls these handsets made. Request a Bar Tick the box next to the numbers that will require a bar to be placed on them

9 Manage and administer your Online Billing Account Clicking on Account Management in the left hand menu allows you to: Update your log-in details Create additional log-ins to grant access to specific cost centre and end-user reporting. Adding additional users: To set up additional people to view their bill at handset level, click on Administer Phone Accounts. A list of phone numbers on your account will appear. To provide a user with access to their own usage, you must: 1. Provide a Username for the phone number 2. Insert the person s address 3. Click on the Status icon in the first column next to their number. This should turn green to indicate an has been sent to that user with their access details. 4. To stop a users from accessing their bill, simply click on the Status icon again and it shall turn red to indicate the change. Administer Company Account Change Primary User information. Administer Cost Centre Accounts Create and administer cost centres. Administer Phone Accounts Add or remove other users. (See page 15) Status Click status to activate & deactivate users User Details Add/Edit details for the user you re creating 14 continued... 15

10 How to pay an invoice There are various methods by which to pay an invoice. Click on the Help option at the top of the screen and you will be shown an overview on how to pay as well as key information on understanding your invoice. Getting in touch If you have any questions, you can find the Yes Telecom Customer Service contact details in the Contact Us link at the top of the screen as well as here: Yes Telecom Customer Services Monday Friday 9am 6pm Paying Your Invoice By Direct Debit Direct Debit is the easiest way to pay, as payment is taken automatically. Your payment will be debited from the account you nominate, on or immediately after the specified due date. If you haven t already set up a direct debit please contact our Credit Control Department on and we will arrange this for you. customer.services@yestelco.com Telephone: Electronic Bill Payment / Bacs / Chaps Payments should be made to details below quoting your account number in the reference field. Account: Sort Code: BIC / Swift Code: BARCGB22 IBAN: IBAN GB20 BARC By Post Payments by cheque must be received by the due date. Cheques should be made payable to Yes Telecom, ensuring your account number is written on the reverse of the cheque. This should be sent with the remittance advice slip shown overleaf and addressed to Credit Control Department, Yes Telecom, Towers Business Park, Wilmslow Road, Manchester, M20 2RY. If the cheque payment covers more than one invoice number, please send all relevant remittance advice slips. By Credit or Debit Card Payments will be taken from the account you nominate, on or immediately after the specified due date. If you wish to pay over the phone please have your invoice and bank details at hand and contact our Credit Control Department on