MyCustomers is a site that gives the partners of 24SevenOffice an overview of their own customers, accesses and consumption, so it should be easier to keep control of these. In addition, you can extract reports that you can export to excel and process further if you wish.
My Customers is only available to 24SevenOffice's partners.
How to import order bases in My Customers
In MyCustomers you can generate an order basis based on the consumption the clients have had for a selected period. The order basis is imported into the order list contained in the invoice module and can be invoiced from there.
Consumption is divided per client into:
• EHF
• Contract
invoice
• eF invoice • Autopost
• SMS
Step 1: Create products
If you have not created products that are used as a basis for billing consumption, you must create customized products to be billed. You are free to name the products at your own discretion.
In order processing in invoice module you can create new products. Add a premium to the price so you have a profit.
Invoicing >> Manage order >> Products (dropdown) >> New product.
Write down the product numbers as these must be matched in the import.
Step 2: Import the basis of the order list
Go to the My Customers portal. Remember that you must be in your internal client when you open My Customers.
Then, click on the statistics icon in My Customers and the report "Generate Distribution Order Basis"
Before importing the foundation, you must map the products.
Overview
When you go to MyCustomers you first come to Overview.
At the top right you will find Consumption. There you will see an overview of the number of companies, the number of users, the number of invoices and more, which your accounting firm manages.
Packages show an overview of which packages have been granted access and the number who have access to the different packages. The packages are set up based on which modules people can access in 24SevenOffice.
Distribution of invoices this year
This pie chart shows an overview of the billing methods used overall across all companies. It shows the percentage that uses traditional distribution, electronic invoice, distributed email invoice and distributed printing.
Number of customers per month
The graph shows the number of customers per month in the current year, and a bar graph showing last year that you can compare with.
Number of invoices per month
The graph shows the number of invoices to customers per month in the current year, and a point graph showing last year's invoices.
Number of stamp numbers per month
The graph shows the number of stamp numbers to customers per month in the current year, and a bar graph showing last year's stamp number. An invoice dated 31.12. and being scanned in January will be included in the graph for January. The date a document is scanned is valid for the graph.
Report
On the Reports page you can click on Consumption Report which gives you a detailed overview of Consumption that is displayed in the overview.
Choose which year you want to apply for, what months, choose your company as a partner and whether you want to see active companies, blocked companies or all companies.
When you have made your selections, click Update to run the report. The consumption report is a view of which companies have different types of consumption. By exporting to excel, you can continue working on the report if desired.
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Explanation of the fields in the Consumption Report |
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Explanation |
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UserId |
Client ID |
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Name |
Company Name |
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Users |
Number of users in the company |
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Logins |
Number of logins in the selected period |
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Number of SMS |
Number of SMS sent in the selected period |
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Number of attachments |
Number of documents posted in the selected period |
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Number of stamp no |
Number of stamp numbers in the selected period. Number of attachments to which stamp number is attached. One stamp number can contain several pages. |
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Scanned documents |
Number of scanned pages during the period. Number of pages scanned. |
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Number of invoices |
Number of invoices created during the period |
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Invoice amount |
Total invoice amount during the period |
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D. printing |
Number of printouts of invoices through the distribution center |
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D. email |
Number of invoices per email via the distribution center |
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D. EHF |
Number of invoices at the EHF via the distribution center |
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EFH |
Number of invoices at EHF |
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Email ant |
Total email total on the client in the email module |
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Size (GB) |
Email size |
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Attachments no |
Total email attachments in the client's email module |
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Size (GB) |
Size of attachment |
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Email accounts |
Number of email accounts |
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Ant files |
Number of files on different file areas in the system |
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Size (GB) |
File size |
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Total size (GB) |
Total size |
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All figures in the report are based on the date the appendix is entered.
Download usage for CSV
To download the consumption to .csv, you must choose your accounting office as a partner, what year you want to spend and for which period. You can choose to open and save this report further in excel.
customers
In the left menu, you can click on Customers to get an overview of all the companies that are associated with you. To find a specific customer, enter the name of the company in the search box and search for it. If there are many companies in the list, you can browse to the next page, the last page, or by entering the page number you want to go to.
Do you want to see more information about a single company, double click on the company, and you will also see an overview of the consumption of this company, the packages that the different users have access to, and the billing methods used in this company during the period in question . You can also go to the Users tab to see the names of the employees, the packages they have and more specifically what rights / modules they have access to.