Please ensure that you have an understanding of the concepts of main and sub accounts, active and inactive accounts and invoiceable print jobs (refer to Chapter 2) before setting up accounts on your system.
Accounts can be set up to suit different organizations' needs, as explained in Chapter 8. It is important that your organizations ' requirements are considered when deciding upon a structure for accounts.
Each account may also be set to allow print jobs assigned to that account to have a comment (description) associated with each job, and also whether to allow print jobs to be non-invoiceable. These two features giv e organizations more control when reporting and invoicing.
Viewing and Searching for Accounts
To viewing and searching for accounts:
1. Clic k on the Accounts icon on the left-hand side of the PaperCut ChargeBack Administration Console. You will see a screen similar to that shown in Figure 2.
2.Accounts are displayed, grouped by main account. The main accounts are sorted alphabetically, and the subaccounts for each group are also sorted alphabetically.
3. When the All Accounts option is selected, all acc ounts will appear in the ac counts list. When the Active Accounts option is selected, then active main accounts and active subaccounts (together with their parent account) are shown. The converse is true when the Inactive Accounts option is selected.
4. When the Search option is selected, then accounts containing the search string will be dis played,according to the following rules:
a.If a main account matches the searc h string, it and its subac counts will be displayed. For example, if main accounts are created for your clients, then you can search for all acc ounts for a given client by typing the client's name in the search box.
b.If a subaccount matches the search string, it will be displayed together with its main account, so you can at once s ee the subaccount's parent.
