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T Analyst - Managing Account/Services

by Community Manager on ‎12-08-2014 12:00 PM - edited on ‎09-12-2016 03:55 PM by Community Manager

 

 

The Manage Account/Services section in T Analyst, allows you to control where you assign your accounts and services to the different departments within your organisation.  You can add descriptions to help customise specific information and split charges against services amongst several different cost centres. 

 

Assigning new accounts to a hierarchy

Adding account descriptions

Assigning services to cost centres

Adding service descriptions

Splitting services

 

 

Assigning new accounts to a hierarchy

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After you’ve built a hierarchy, select the Manage Accounts/Services tab.  New accounts can be identified and assigned to a hierarchy in T Analyst.

 

If you’re starting a hierarchy all you accounts will be listed under “Unallocated level”

 

1.  From the home page, select the Setup tab.

 

Home page - setup tab.JPG

 

2.  Go to Hierarchies section and select manage accounts and services.

 

Setup tab - manage accounts.JPG

 

 

 

2. In the Display drop-down menu, select accounts.

 

Manage accts - select accts.JPG

 

 

4.  New accounts will show under path as "Unallocated"

5.  To assign accounts to hierarchy, select accounts, and then click on Move Accounts.

 

Manage accts - move accts.JPG 

 

 

6.  Click on drop down menu to select destination where accounts are to be assigned.

7.  Select Ok

 

Manage accts - assign accts to cost centre.JPG

 

 

NOTE: When assigning an account, all service attached to that account will also be assigned to the selected destination.

 

If you need to assign individual services across multiple cost centres, it is recommended to assign account(s) to top level (corporate).  This will then allow you to select services you wish to assign to each specific cost centre.

 

8.  Select Ok to confirm account move.

 

Manage accts - confirm acct move.JPG

 

9.  Accounts will now appear under new destination path.

 

Manage accts - new path.JPG

 

 

 

Adding account descriptions

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Users can add up to two descriptions against their accounts in T Analyst.

 

1.  From the Manage Accounts/Services section, select accounts from level drop down menu.

 

Manage accts - select accts.JPG

 

2.  Select account(s) and click on Edit.

 

Manage accts - acct descrip.JPG

 

3.  Update fields with new descriptions.

4.  Select Save.

 

Manage accts - add descrip acct.JPG

 

5.  New descriptions will now be displayed against accounts.

 

Manage accts - new acct descrip.JPG

 

 

Assigning services to cost centres

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When you first allocate an account to a cost centre in a hierarchy, all the services belonging to that account are allocated to that cost centre as well.

 

If you’ve created additional levels under that cost centre, you can move these services to that level.

 

1. From the Manage Accounts/Services section, select services from level drop down menu.

 

Manage accts - select services.JPG

 

 

 2.  Select the services you wish to assign to a cost centre and select Move Services.

 

Manage accts - move services.JPG

 

 

3.  Click on destination drop down menu and select the cost centre to assign services to.

 

Manage accts - assign serv to cost centre.JPG

 

4.  Confirmation message will appear to confirm services to be moved.

5.  Select OK.

 

Manage accts - confirm serv move.JPG

 

6.  Services will now be listed under new cost centre path.

 

Manage accts - new serv path.JPG

 

 

 

Adding service descriptions

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You can add upto two descriptions against services to identify username details or other information about the service.

 

1. From the Manage Accounts/Services section, select accounts from level drop down menu.

 

Manage accts - select services.JPG

 

 

2.  Select the services you wish to add a description against.

3.  Select Edit.

 

Manage acct - edt service descri.JPG

 

4.  Enter description against service numbers in blank fields.

5.  Select Save.

 

Manage accts - add service descrit.JPG

 

6.  New descriptions will be listed against services.

 

Manage accts - new service descrip.JPG

 

NOTE: You can view these descriptions in reports by editing the report and adding Description 1 and 2 fields.  Please refer to knowledge articles Summary or Detail reports on how to edit a report.

 

 

Splitting services

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You can split service charges across several cost centres within the hierarchy. This makes it easy to share resource costs among different offices or departments.

 

1.  From the Manage Accounts/Services section, select services from level drop down menu.

 

Manage accts - select services.JPG

 

2.  Select service you wish to split charges against.

3.  Select Split Services.

 

Manage accts - split charges icon.JPG

 

 

 

4.  Enter percentage amount to allocate to first cost centre.

5.  Select drop down menu to choose additional cost centre to allocate charges.

6.  Select Add and enter percentage amount.

7.  Repeat process on any additional cost centres.

8.  Select OK.

 

NOTE: The total percentage allocation must equal 100%.

 

Manage accts - split allocation.JPG

 

9.   Confirmation message will appear listing allocation of charges to specific cost centres.

10. Select OK.

 

Manage accts - confirm split service.JPG

 

 

11.  Services will now show the split charges against each specific cost centre.

 

Manage accts - new split charges view.JPG