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Learn how to access the IT Billing Portal, review reports, interpret invoices, and resolve billing issues for better financial management. Step-by-step instructions provided.
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How to Find, Read and Interpret your IT Invoice LEARN Session September 2012
How to find, read and interpret your IT invoice • Accessing the IT Billing Portal • Reviewing Reports • Interpreting your IT Invoice • Resolving billing issues
IT Billing Portal • Portal provides access to billing details back to July 2004 • Provides reports based on Org Code and Index • Bill format is PDF • Charges are listed by service number • Reports can be generated for active long distance codes by index • AC number, name, activated date and last used date
Accessing the IT Billing Portal • Direct access is provided based on title in UNM directory • Billing Portal access is limited to department chairs, supervisors, directors and accountants • Password information can be shared as deemed necessary • For portal access submit a request through Help.UNM
Requesting access to the IT Billing Portal • Go to help.unm.edu • Enter your NetID and password • Depending on your affiliation, you may have to enter colleges\your netid – Ex. Colleges\ecastil4 • Click on New Request
Requesting access to the IT Billing Portal • Box 1 – Verify your contact information and press continue if it’s correct • Add alternate contact info if needed and press continue • Box 2 – Check mark Building not applicable for my request and press continue * Note the two green check marks indicating all necessary information has been filled out
Requesting access to the IT Billing Portal • Box 3 – Type in Billing in search box and click the binoculars icon • Find keyword that says billing portal access, click to highlight and press select • Click “click once to search, click again to use” button and fields will populate
Requesting access to the IT Billing Portal • Box 4 – Enter the indices you would like access to and click Continue • Existing Billing Services Password Box • If Box 4 has been filled out with the indices you need access to you do not need to fill this box out • Click Save
Requesting access to the IT Billing Portal • After clicking save, a screen will pop up with your request number in the top left corner • The information you listed in Box 4 is in the description box • You will receive an email from Help.UNM as a record of your request • UNM IT will respond with the log in information
Accessing the IT Billing Portal • Go to it.unm.edu • Click on Quick Links • Click on Billing Portal • Enter the username and password provided by UNM IT and click Login
Accessing the IT Billing Portal • Click on Reports • Select the account you want to view or All Accounts from the Account drop down • Check the month you’d like to view • Scroll to the bottom of the page and select Usage By Index from the dropdown and then click on Click Here
Accessing the IT Billing Portal • A summary of your charges will be displayed on page 2 • Charges are broken down by Subcode • MRCs – Monthly Recurring Charges • OCCs – One time charge or credits • Toll – Long distance or cell phone overages
Accessing the IT Billing Portal • The remainder of the report will break down the charges by service number • Long distance authorization codes and cell phones have detailed call records • Telephone and pager lines show only the monthly charge and any one time charges that may have been incurred over the last month – i.e. adds, moves, programming changes, new equipment, etc.
Resolving billing issues • Bills should be reviewed monthly and any discrepancies should be reported through help.unm • Issues should be brought to the attention of UNM IT within the month they were billed in order for credit to be considered • If you’d like to change the index a service is being billed to, please submit an index change request as soon as possible • Index changes need to be submitted before the 20th of each month in order to be processed before the next billing cycle
Requesting a billing index change • Index change requests need to be submitted through Help.UNM • Repeat steps 1 and 2 from previous Help.UNM instructions • Box 3 – Type in Billing in search box and click the binoculars icon • Find keyword that says billing, billing change, index change. Click to highlight and press select • Click “click once to search, click again to use” button and fields will populate
Requesting a billing index change • Box 4 – Type a description of your request • Existing Billing Services box • Checkmark Index Change • Fill out form • Multiple changes can be submitted in the comments box or as an attachment • Press save once you’re ready to submit your request