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Billing and Load reports are administrative level reports granted to the back office administrators. Most of these reports show user activity within the system, that will determine the amounts billed for using Docupace. This group includes the Rep Reassignment reports.
The following reports are in this group:
Back Office Users
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Purpose: This is a report that shows which users have used the Docupace system within the selected month. This may determine the sum billed to each user for using Docupace. This report shows the list of active as well as former users of the system. You can see when was the last time that each user has logged into the system. Report parameters:
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Change Rep - Client Process Level
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Purpose: This report lists the clients (Client Folders in Docupace) that are being processed by Advisors assigned to a specific representative’s code number (Rep#). Report parameters:
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Change Rep - Account Process Level
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Purpose: This report lists the accounts (Client Subfolders in Docupace) that are being processed by Advisors assigned to a specific representative’s code number (Rep#). Report parameters:
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Disk Space Usage
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Purpose: This report can be used to see the amount of space currently used on the server. This determines the sum that will be billed for using the Docupace system. It can also be used to check changes in the amount of disk space used between several dates (by running the report several times). Report parameters:
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Invoice Detail
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Purpose: This is a report that shows which users have used the Docupace system within the selected month. This may determine the sum billed to each user for using Docupace. Report parameters:
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Invoice Summary
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Purpose: This is a simple report that shows the activity of users in the system within a specified month. This determines the sum invoiced to each user for using Docupace. The amount billed depends on the number of billable users and the amount of storage used. Note: Subscriptions shows the total number of users in the system, while Billable Users shows the number of users actually performing daily tasks. User accounts that are created for administrative purposes are withcounted (i.e. are not billed). Report parameters:
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User Billing
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Purpose: This report displays users that have accessed the system during a selected month. You can see each user’s Data Role and Billing Type. This report may help to determine the sum billed to each user for using Docupace. Report parameters:
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Data Load
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Purpose: This report summarized results of ACL, REP, CLT or APA data file loads within the timeframe specified. Includes errors and warnings. Report parameters:
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